The London Company
advisor18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-1 YoYRank #1521 of mapped providers
Assets under administration$13.6B0.0%Market share · rank #960
Fees received$4MMedian $129,755/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 The London Company plan look like?
Service mix · median fees per plan
Count of plans where The London Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 7 | $129,755 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 2 | $120,523 | |
Investment management fees paid directly by plan; Investment advisory (participants); Soft dollars commissionsCode 26 | 1 | $84,617 | |
Investment management fees paid directly by planCode 51 | 1 | $192,784 |
Competitor overlap
Percent of The London Company'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 The London Company.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under The London Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
THOMPSON MACHINERY COMMERCE CORPTN · 621098634-001 | WCM Investment Management | $81M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $2M | 3y | - |
WELLSTAR HEALTH SYSTEM, INC.GA · 581649541-003 | $1.5B | 21,242 | $904,522 | 5y | - |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | $1.4B | 11,552 | $96,435 | 3y | - |
JOHN MUIR HEALTHCA · 941461843-001 | $630M | 7,089 | $232,196 | 10y | - |
MNS, LTD.HI · 711007574-001 | $266M | 2,169 | $129,755 | 10y | 1 |
JOINT BOARD OF TRUSTEES, OPERATING ENGINEERS LOCAL 324, DCMI · 383386104-002 | $248M | 20,636 | $71,902 | 6y | - |
MATSON, INC.CA · 990032630-014 | $242M | 1,859 | $192,784 | 2y | - |
LABORERS AGC PENSION TRUST OF MONTANA BOARD OF TRUSTEESWA · 916068929-001 | $138M | 3,643 | $84,617 | 9y | - |
BOARD OF TRUSTEES, IATSE LOCAL 38 PENSION FUNDMI · 382848288-001 | $36M | 1,239 | $0 | 7y | - |
GLASGOW, INC.PA · 231386976-001 | $28M | 126 | $8,850 | 7y | - |
Flag exposure
90.9%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 (18)
Raw Schedule C names collapsed into The London Company.
- EMPLOYEE BENEFIT LAW GROUP
- EMPLOYEE BENEFIT RESOURCES INC
- EMPLOYEE BENEFIT RESOURCES INC.
- EMPLOYEE BENEFIT RESOURCES, INC
- EMPLOYEE BENEFIT RESOURCES, INC.
- LONDON
- LONDON CO
- LONDON COMPANY
- LONDON COMPANY INVESTMENT COUNSEL
- LONDON COMPANY OF VIRGINIA
- THE LONDON CO
- THE LONDON CO.
- THE LONDON COMPANY
- THE LONDON COMPANY OF VA, LLC
- THE LONDON COMPANY OF VIRGINIA
- THE LONDON COMPANY OF VIRGINIA LLC
- THE LONDON COMPANY OF VIRGINIA, LLC
- THE) LONDON COMPANY
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 The London Company'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 | 9.09% | 7.76% | +1.33 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 9.09% | 1.71% | +7.38 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 The London Company. 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 The London Company'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 | 9.1% |
| FOX ROTHSCHILD LLP | 1 | 9.1% |
| Legghio & Israel, P.C. | 1 | 9.1% |
| Novara Tesija Catenacci McDonald | 1 | 9.1% |
| Turner, Stoeve & Gagliardi, P.S. | 1 | 9.1% |
| Watkins Pawlick Calati & Prifti PC | 1 | 9.1% |
| Weisman, Young & Ruemenapp, P.C. | 1 | 9.1% |