Reams Asset Management
advisor19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-1 YoYRank #1080 of mapped providers
Assets under administration$28.4B0.0%Market share · rank #501
Fees received$3MMedian $150,859/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 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 | 15 | $149,489 | |
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $246,982 |
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 | Valley Forge Investment Consultants | $5.3B |
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUNDNY · 136358540-076 | Gorlick Kravitz & Listhaus PC | $944M |
Plans lost in 2024
Appeared last year under Reams Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
AON CORPORATIONGA · 363051915-020 | Vanguard | $6.2B |
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 | $67,541 | 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
93.8%Market: 89.1%
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 (19)
Raw Schedule C names collapsed into Reams Asset Management.
- BEER REAM CO
- HANSEN SMITH CONE & ROBE
- HANSEN SMITH CONE ROBERT
- HANSEN WEALTH MANAGEMENT
- HANSEN, SMITH, CONE & ROBERTELLO
- HANSEN, SMITH, CONE & ROBERTELLO, P
- HANSOM FEDERAL CREDIT UNION
- REAMS
- 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
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 | 18.75% | 7.76% | +10.99 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 6.25% | 1.71% | +4.54 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
Frequent partners by role
Who else shows up on Reams Asset Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Baum Sigman Auerbach & Neuman, Ltd. | 2 | 12.5% |
| Proskauer Rose LLP | 2 | 12.5% |
| Seyfarth Shaw LLP | 2 | 12.5% |
| Sidley Austin LLP | 2 | 12.5% |
| Smith Gambrell & Russell, LLP | 2 | 12.5% |
| Blake & Uhlig, P.A. | 1 | 6.3% |
| Bush Gottlieb | 1 | 6.3% |
| Cohen Weiss & Simon LLP | 1 | 6.3% |
| Eversheds Sutherland | 1 | 6.3% |
| Gray Robinson | 1 | 6.3% |