REAMS ASSET MANAGEMENT
24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served27-3 YoYRank #568 of mapped providers
Assets under administration$29.5B0.0%Market share · rank #445
Fees received$4MMedian $86,818/planSum across Schedule C direct + indirect
Net wins YoY-24 won · 6 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 REAMS ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where REAMS ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 16 | $146,184 | |
Investment advisory (plan); Direct payment from the planCode 27 | 6 | $39,966 | |
Investment advisory (participants); Investment advisory (plan)Code 26 | 2 | $127,991 | |
Consulting (pension); Investment advisory (plan); Direct payment from the planCode 17 | 1 | $20,208 | |
Custodial (other than securities); Direct payment from the plan; Other feesCode 18 | 1 | $5,265 | |
Custodial (securities); Direct payment from the planCode 19 | 1 | $16,793 | |
Other commissionsCode 55 | 1 | $48,695 |
Competitor overlap
Percent of REAMS 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 REAMS ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | KABOUTER MANAGEMENT | $5.3B |
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUNDNY · 136358540-076 | ONEDIGITAL INVESTMENT ADVISORS LLC | $944M |
RANGERS BASEBALL, LLCTX · 272208889-001 | MILLIMAN, INC. | $50M |
BIXBY ELECTRIC, INC.NM · 850362683-002 | PRINCIPAL LIFE INSURANCE COMPANY | $6M |
Plans lost in 2024
Appeared last year under REAMS ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
AON CORPORATIONGA · 363051915-020 | THE VANGUARD GROUP, INC. | $6.2B |
BOARD OF TRUSTEES OF IRON WORKERS ST. LOUIS DISTRICT COUNCIL ANNUITYMO · 431267550-004 | GREAT-WEST LIFE & ANNUITY INSURANCE | $302M |
BD TEES ASBESTOS WRKS L 24 PEN FDMD · 526117923-001 | THE BANK OF NEW YORK MELLON | $90M |
THE WILLIAM K. WARREN FOUNDATIONOK · 730609599-333 | GRANT THORNTON LLP | $29M |
PENSION & INSURANCE COMMITTEE, SOUTHERN CALIFORNIA ROCK PRODUCTSCA · 510190581-002 | PACIFIC SOUTHWEST ADMINISTRATORS | $29M |
FARM CREDIT LEASING SERVICES CORP.CO · 411482186-001 | DORSEY & WHITNEY LLP | $21M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ALTRIA CLIENT SERVICES LLCVA · 472929146-006 | $6.4B | 25,614 | $632,345 | 5y | - |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $297,000 | 1y | - |
H.E.BUTT GROCERY COMPANYTX · 740537175-001 | $4.3B | 122,477 | $102,898 | 2y | - |
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | $3.6B | 19,523 | $292,941 | 4y | - |
CUMMINS INC.IN · 350257090-001 | $3.2B | 44,593 | $476,982 | 5y | - |
PENSION BD OF THE GENERAL PENSION PLAN OF THE INT'L UNION OF OPERATINGDC · 526124299-001 | $1.2B | 6,844 | $149,489 | 10y | - |
BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 PENSION FUNDMO · 436059213-001 | $1.0B | 7,502 | $84,334 | 2y | - |
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUNDNY · 136358540-076 | $944M | 19,994 | $66,989 | 1y | - |
COTTAGE HEALTHCA · 770431902-001 | $890M | 5,426 | $18,907 | 8y | 1 |
MERITOR, INC.IN · 383354643-336 | $546M | 9,980 | $235,827 | 2y | - |
Flag exposure
96.3%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 (24)
Raw Schedule C names collapsed into REAMS ASSET MANAGEMENT.
- REAMS
- REAMS (SCOUTS INVESTMENT INC)
- REAMS (SCOUTS INVESTMENTS INC)
- REAMS ASSET MANAGEMENT
- REAMS ASSET MANAGEMENT CO.
- REAMS ASSET MANAGEMENT CO. LLC
- REAMS ASSET MANAGEMENT COMPANY
- REAMS ASSET MANAGEMENT COMPANY LLC
- REAMS ASSET MANAGEMENT COMPANY, LLC
- REAMS ASSET MANAGEMENT DIVISION
- REAMS ASSET MGMT
- REAMS ASSET MGMT CO, LLC
- REAMS LDI
- UMB
- UMB BANK
- UMB BANK N.A.
- UMB BANK NA
- UMB DISTRIBUTION SERVICES, LLC
- UMB FINANCIAL CORPORATION
- UMB FINANCIAL SERVICES
- UMB FINANCIAL SERVICES INC
- UMB FINANCIAL SERVICES, INC.
- UMB FUND SERVICES
- UMB, NA
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 REAMS 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 | 3 | 11.11% | 7.76% | +3.35 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 7.41% | 1.71% | +5.69 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 REAMS 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