GEMMER ASSET MANAGEMENT
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2436 of mapped providers
Assets under administration$12.5B0.0%Market share · rank #984
Fees received$119,752Median $24,026/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical GEMMER ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where GEMMER ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 4 | $24,026 |
Competitor overlap
Percent of GEMMER ASSET MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under GEMMER ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
PROSKAUER ROSE LLPNY · 131840454-037 | KB FINANCIAL PARTNERS, LLC | $394M |
Plans lost in 2024
Appeared last year under GEMMER ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-040 | FINANCIAL ENGINES | $7.0B |
SUTTER MEDICAL GROUP, INC.CA · 680002401-004 | ASCENSUS LLC | $887M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | $9.9B | 30,066 | $66,498 | 10y | 1 |
COOLEY LLPCA · 941140085-001 | $1.3B | 4,094 | $8,924 | 2y | 1 |
SEYFARTH SHAW LLPIL · 362152202-004 | $926M | 2,908 | $39,127 | 4y | 2 |
PROSKAUER ROSE LLPNY · 131840454-037 | $394M | 1,244 | $5,203 | 1y | 2 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into GEMMER ASSET MANAGEMENT.
- GEMMER ASSEST MANAGEMENT LLC
- GEMMER ASSET MANAGEMENT
- GEMMER ASSET MANAGEMENT LLC
- GEMMER ASSET MANAGEMENT, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for GEMMER ASSET MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 100.00% | 1.76% | +98.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with GEMMER ASSET MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent