Mondrian Investment Partners
advisor14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7Rank #2254 of mapped providers
Assets under administration$59.4B0.1%Market share · rank #263
Fees received$5MMedian $426,341/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 Mondrian Investment Partners plan look like?
Service mix · median fees per plan
Count of plans where Mondrian Investment Partners 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 plan; Direct payment from the plan; Investment management fees paid directly by planCode 28 | 7 | $426,341 |
Competitor overlap
Percent of Mondrian Investment Partners'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 Mondrian Investment Partners.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Mondrian Investment Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | Mercer | $7.7B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $1M | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $539,808 | 10y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $3M | 10y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $426,341 | 10y | - |
TRUSTEES OF THE SMART LOCAL 265 PENSION FUNDIL · 366168611-001 | $607M | 3,363 | $152,317 | 1y | - |
CARE NEW ENGLANDRI · 050259004-001 | $84M | 1,512 | $8,937 | 8y | - |
WINTER HAVEN HOSPITAL, INC.FL · 590724462-001 | $31M | 1,467 | $4,076 | 7y | - |
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 Mondrian Investment Partners.
- FIDELITY INVSTS INST OPS CO, INC.
- FIDELITY INVSTS INSTIT OPERATIONS I
- FIDELITY INVSTS INSTITUTIONAL OPS
- MONDRIAN INVESTMENT PARTNER 29
- MONDRIAN INVESTMENT PARTNERS
- MONDRIAN INVESTMENT PARTNERS LIMIT
- MONDRIAN INVESTMENT PARTNERS LIMITE
- MONDRIAN INVESTMENT PARTNERS LP
- MONDRIAN INVESTMENT PARTNERS LTD
- MONDRIAN INVESTMENT PARTNERS LTD.
- MONDRIAN INVESTMENT PARTNERS, INC,
- MONDRIAN INVESTMENT PARTNERS, INC.
- MONDRIAN INVESTMENT PARTNERS, LTD
- MONDRIAN INVESTMENTS PARTNERS LTD
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 Mondrian Investment Partners'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 Mondrian Investment Partners. 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 Mondrian Investment Partners'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. | 1 | 14.3% |
| Groom Law Group, Chartered | 1 | 14.3% |
| Hill Ward & Henderson PA | 1 | 14.3% |
| Pierce Firm PLLC | 1 | 14.3% |
| Poyner Spruill LLP | 1 | 14.3% |