Champlain Investment Partners, LLC
advisor4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13-1 YoYRank #1316 of mapped providers
Assets under administration$19.6B0.0%Market share · rank #702
Fees received$4MMedian $160,091/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 Champlain Investment Partners, LLC plan look like?
Service mix · median fees per plan
Count of plans where Champlain Investment Partners, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage commissions and fees; Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 12 | $215,745 | |
Other insurance fees and expenses; Insurance services; Direct payment from the planCode 23 | 1 | $5,411 |
Competitor overlap
Percent of Champlain Investment Partners, LLC'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 Champlain Investment Partners, LLC.
| Sponsor | From | Assets |
|---|---|---|
NORDSON CORPORATIONOH · 340590250-004 | JPMorgan Chase | $34M |
Plans lost in 2024
Appeared last year under Champlain Investment Partners, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SIEMENS CORPORATIONNJ · 132623356-001 | State Street | $1.5B |
NORDSON CORPORATIONOH · 340590250-005 | Fidelity Investments | $288M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $827,068 | 4y | - |
SIEMENS ENERGY, INC.FL · 133987280-021 | $4.0B | 15,538 | $433,517 | 5y | - |
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | $3.5B | 21,447 | $835,587 | 10y | - |
BOARD OF TRUSTEES OF MINNESOTA LABORERS PENSION FUNDMN · 416159599-001 | $3.2B | 21,655 | $556,946 | 10y | - |
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLANMD · 516029896-001 | $928M | 5,626 | $327,661 | 10y | - |
BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUNDPA · 256135579-001 | $846M | 10,156 | $271,398 | 4y | - |
SIEMENS ENERGY, INC.FL · 133987280-022 | $532M | 7,638 | $93,302 | 4y | - |
BOARD OF TRUSTEES 32BJ NORTH PENSION FUNDNY · 131819138-001 | $529M | 15,472 | $136,243 | 10y | - |
BOARD OF TRUSTEES RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSIONUT · 516031512-001 | $367M | 23,475 | $160,091 | 6y | - |
TRUSTEES OF MINNESOTA TEAMSTERS CONSTR DIVISION PENSION FUNDMN · 416187751-001 | $249M | 2,279 | $61,041 | 9y | - |
Flag exposure
100.0%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 (4)
Raw Schedule C names collapsed into Champlain Investment Partners, LLC.
- BEAZLEY BREACH RESPONSE SELECT
- CHAMPLAIN INVESTMENT PARTNERS
- CHAMPLAIN INVESTMENT PARTNERS LLC
- CHAMPLAIN INVESTMENT PARTNERS, LLC
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 Champlain Investment Partners, LLC'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 | 0 | 0.00% | 1.71% | -1.71 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 Champlain Investment Partners, LLC. 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 Champlain Investment Partners, LLC'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 |
|---|---|---|
| Shumaker Loop & Kendrick LLP | 2 | 15.4% |
| Slevin & Hart PC | 2 | 15.4% |
| Bradley L. Middleton, PC | 1 | 7.7% |
| Colleran O'Hara & Mills LLP | 1 | 7.7% |
| DiClaudio & Kramer LLC | 1 | 7.7% |
| Ham Langston & Brezina LLP | 1 | 7.7% |
| Kraw & Kraw Law Group | 1 | 7.7% |
| McCracken Stemerman & Holsberry LLP | 1 | 7.7% |
| Meyer Unkovic & Scott LLP | 1 | 7.7% |
| Morgan Lewis & Bockius LLP | 1 | 7.7% |