L&G Investment Management
advisor14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+1 YoYRank #2221 of mapped providers
Assets under administration$17.2B0.0%Market share · rank #788
Fees received$1MMedian $61,980/planSum across Schedule C direct + indirect
Net wins YoY+13 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 L&G Investment Management plan look like?
Service mix · median fees per plan
Count of plans where L&G Investment Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 3 | $85,591 | |
Investment management; Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by planCode 21 | 1 | $38,368 | |
Investment advisory (plan)Code 27 | 1 | $11,866 | |
Investment management fees paid directly by planCode 51 | 1 | $207,068 |
Competitor overlap
Percent of L&G Investment 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 L&G Investment Management.
| Sponsor | From | Assets |
|---|---|---|
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | Genesis Advisors LLC | $14.7B |
BOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDMI · 356060378-001 | Morgan Stanley | $1.3B |
ENCYCLOPAEDIA BRITANNICA INCIL · 362063569-001 | Legal & General Investment Management America | $25M |
Plans lost in 2024
Appeared last year under L&G Investment Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
EDWARD D. JONES & CO., L.P.MO · 430345811-001 | Empower | $10.6B |
WILLARD ASSOCIATESDC · 581349933-001 | Aon | $5M |
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 | $924,218 | 1y | - |
BOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDMI · 356060378-001 | $1.4B | 17,170 | $38,368 | 2y | - |
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.MA · 041045815-001 | $867M | 5,280 | $207,068 | 4y | - |
HILTON DOMESTIC OPERATING CO, INCVA · 384009972-100 | $246M | 4,465 | $85,591 | 4y | - |
FOSS MARITIME COMPANY, LLCWA · 910859023-006 | $27M | 277 | $5,103 | 2y | - |
ENCYCLOPAEDIA BRITANNICA INCIL · 362063569-001 | $25M | 787 | $11,866 | 2y | - |
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 (14)
Raw Schedule C names collapsed into L&G Investment Management.
- EAGLEWOOD PARTNERS INSURANCE CENTE
- EAIC
- EAM ENGINEERS
- EAM INVESTORS LLC
- EAM INVESTORS, LLC
- EARDLEY FINANCIAL AGENCY
- L AND G INVESTMENT
- L&G
- L&G EMERGING MARKET
- L&G GLOBAL CORE
- L&G INV MGMT ,INC-LONG CREDIT
- L&G INV. MGMT. AMERICA, INC.
- L&G INVESTMENT MANAGEMENT
- L&G TREASURY 15+ STRIPS CIT FUND
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 L&G Investment 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 | 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 L&G Investment 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 L&G Investment 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 |
|---|---|---|
| ALSTON & BIRD LLP | 1 | 16.7% |
| Johnson & Krol LLC | 1 | 16.7% |
| Kilpatrick Townsend & Stockton LLP | 1 | 16.7% |
| Reinhart Boerner Van Deuren S.C. | 1 | 16.7% |
| Simpson Thacher & Bartlett LLP | 1 | 16.7% |
| Stoel Rives LLP | 1 | 16.7% |