Franklin Templeton
advisor49 known aliases resolved via the canonical alias map
Market position · 2024
Plans served63-6 YoYRank #307 of mapped providers
Assets under administration$40.0B0.1%Market share · rank #390
Fees received$3MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY-419 won · 23 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 Franklin Templeton plan look like?
Service mix · median fees per plan
Count of plans where Franklin Templeton ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 52 | $0 | |
Contract AdministratorCode 13 | 3 | $46,455 | |
Investment advisory (plan)Code 27 | 1 | $20,059 | |
Other fees; Direct payment from the planCode 50 | 1 | $691 | |
Investment management fees paid directly by plan; Investment management fees paid indirectly by planCode 51 | 1 | $26,796 | |
Sub-transfer agency feesCode 60 | 1 | $0 | |
Distribution (12b-1) feesCode 63 | 1 | $5,431 | |
Recordkeeping fees; Account maintenance feesCode 64 | 1 | $180 |
Competitor overlap
Percent of Franklin Templeton'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 Franklin Templeton.
| Sponsor | From | Assets |
|---|---|---|
CONSUMERS ENERGY COMPANYMI · 380442310-004 | Wellington Company LLP | $1.9B |
CONSUMERS ENERGY COMPANYMI · 380442310-001 | Wellington Company LLP | $1.4B |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | Segall Bryant & Hamill | $712M |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-004 | Morgan Lewis & Bockius LLP | $682M |
TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUNDMI · 386233977-001 | TIC International Corporation | $545M |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | Glenmede | $101M |
BARRY UNIVERSITYFL · 590624364-002 | TIAA | $97M |
DINE' DEVELOPMENT CORPORATIONAZ · 770651649-001 | John Hancock | $42M |
VIANT TECHNOLOGY LLCCA · 811358701-001 | Metropolitan West Funds | $42M |
STEWART & TATE, INC.PA · 231624612-002 | Glenmede | $28M |
Plans lost in 2024
Appeared last year under Franklin Templeton; not this year.
| Sponsor | To | Assets |
|---|---|---|
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-001 | Fidelity Investments | $914M |
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-002 | Fidelity Investments | $669M |
BOARD OF TRUSTEES STEAMFITTERS SURETY FUND LOCAL 475NJ · 222351695-004 | EWG Elevate Inc. | $165M |
DESERT SANDS PUBLIC CHARTER, INC.CA · 481272886-001 | Pensionmark Financial Group | $124M |
BREVARD PHYSICIAN ASSOCIATES, PLLCFL · 462439952-002 | Fidelity Investments | $101M |
WALSWORTH PUBLISHING COMPANY, INC.MO · 430718484-001 | Morgan Stanley | $62M |
KWPH ENTERPRISES DBA AMERICAN AMBULANCECA · 942281434-001 | Fidelity Investments | $35M |
INFINITE LEGACY, INC.MD · 521736533-002 | T. Rowe Price | $24M |
BOGLE VINEYARDS INCCA · 942247790-001 | Empower | $22M |
HIGH COUNTRY BEVERAGE CORPORATIONCO · 841341843-001 | LPL Financial | $17M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | $14.7B | 92,130 | $1M | 3y | - |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $596,534 | 2y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-001 | $4.1B | 32,548 | $187,776 | 3y | - |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $281,601 | 5y | - |
BAE SYSTEMS, INC.VA · 223537950-050 | $3.2B | 20,783 | $305,839 | 3y | - |
CONSUMERS ENERGY COMPANYMI · 380442310-004 | $1.9B | 2,756 | $14,748 | 1y | - |
CONSUMERS ENERGY COMPANYMI · 380442310-001 | $1.4B | 7,269 | $10,316 | 1y | - |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | $712M | 2,572 | $18,056 | 2y | - |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-004 | $682M | 3,409 | $18,215 | 1y | - |
CAREFIRST, INC.MD · 522069215-003 | $546M | 4,512 | $81,901 | 10y | - |
Flag exposure
92.1%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 (49)
Raw Schedule C names collapsed into Franklin Templeton.
- 24 FRANKLIN TEMPLETON
- CHARTWELL SMALL CAP
- CHASE
- CHASE BANK
- CHASE BANK OF TEXAS
- CHASE BENEFIT ADVISORS
- CHASE BUSINESS FORMS
- CHASE INK
- CHASE INSURANCE AGENCY
- CHASE INSURANCE AGENCY, INC.
- CHASE INVESTMENT COUNSEL
- CHASE INVESTMENT COUNSEL CORP
- CHASON PENSION SYSTEMS
- CHATHAM ASSET MANAGEMENT, LLC
- CHATIA SHELBY
- CHATTAHOOCHEE ENTERPRISES LLC
- CHATTANOOGA ORTHOPAEDIC GROUP PC
- CHATTANOOGA SEATING SYSTEMS
- CHATTEM INC.
- FKLN MTL GLB DISC Z- FKLN TEMPLETON
- FRANKLIKN TEMPLETON
- FRANKLIN
- FRANKLIN FUNDS
- FRANKLIN TEMPLETON
- FRANKLIN TEMPLETON ADVISORS
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 Franklin Templeton'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 | 1 | 1.59% | 7.76% | -6.17 pp |
| Fidelity bond gap | 4 | 6.35% | 26.94% | -20.59 pp |
| Late contributions | 8 | 12.70% | 1.71% | +10.99 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 14 | 22.22% | 1.76% | +20.46 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 Franklin Templeton. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Franklin Templeton'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 |
|---|---|---|
| Asher Kelly | 1 | 1.6% |
| Barlow Coughran Morales & Josephson | 1 | 1.6% |
| Groom Law Group, Chartered | 1 | 1.6% |
| Gunster, Yoakley & Stewart PA | 1 | 1.6% |
| Jennings Strouss & Salmon | 1 | 1.6% |
| Kilpatrick Townsend & Stockton LLP | 1 | 1.6% |
| Laquer Urban Clifford & Hodge LLP | 1 | 1.6% |
| Morgan Lewis & Bockius LLP | 1 | 1.6% |
| Novara Tesija Catenacci McDonald | 1 | 1.6% |
| Porter Wright Morris & Arthur LLP | 1 | 1.6% |