BAILLIE GIFFORD OVERSEAS LTD
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17-2 YoYRank #843 of mapped providers
Assets under administration$74.1B0.1%Market share · rank #188
Fees received$10MMedian $398,302/planSum across Schedule C direct + indirect
Net wins YoY-13 won · 4 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 BAILLIE GIFFORD OVERSEAS LTD plan look like?
Service mix · median fees per plan
Count of plans where BAILLIE GIFFORD OVERSEAS LTD ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Direct payment from the plan; Investment management; Securities brokerage commissions and fees; Non-monetary compensationCode 28 | 14 | $485,679 | |
Investment advisory (plan)Code 27 | 1 | $398,302 | |
Investment management fees paid directly by plan; Other fees; Securities brokerage; Soft dollars commissionsCode 33 | 1 | $342,362 | |
Investment management fees paid directly by planCode 51 | 1 | $537,049 |
Competitor overlap
Percent of BAILLIE GIFFORD OVERSEAS LTD'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 BAILLIE GIFFORD OVERSEAS LTD.
| Sponsor | From | Assets |
|---|---|---|
SUTTER HEALTHCA · 942788907-333 | KPMG LLP | $6.2B |
THE NATIONAL EDUCATION ASSOCIATIONDC · 530115260-333 | HARBOURVEST PARTNERS LP | $910M |
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC.MI · 475435846-004 | (new plan) | $43M |
Plans lost in 2024
Appeared last year under BAILLIE GIFFORD OVERSEAS LTD; not this year.
| Sponsor | To | Assets |
|---|---|---|
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | THE TOWNSEND GROUP | $769M |
METALLUS INC.OH · 464024951-002 | GOLDMAN SACHS | $360M |
TIMKENSTEEL CORPORATIONOH · 464024951-001 | GOLDMAN SACHS | $130M |
DONSCO, INC.PA · 231744584-002 | BALTIMORE FAMILY OFFICE LLC | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $1M | 9y | - |
LIBERTY MUTUAL GROUP INC.MA · 043583679-002 | $11.4B | 49,659 | $1M | 7y | 2 |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $999,986 | 10y | - |
METLIFE GROUP, INC.NJ · 550790010-003 | $8.3B | 32,414 | $2M | 3y | - |
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $999,276 | 10y | - |
FIRSTENERGY CORP.OH · 341843785-001 | $6.5B | 38,934 | $918,139 | 7y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $161,226 | 1y | - |
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $637,321 | 10y | - |
FRONTIER COMMUNICATIONS PARENT, INC.CT · 862359749-001 | $2.4B | 20,329 | $229,928 | 2y | - |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-005 | $1.9B | 10,106 | $334,036 | 10y | - |
Flag exposure
94.1%Market: 89.2%
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 BAILLIE GIFFORD OVERSEAS LTD.
- BAILIE GIFFORD
- BAILLE GIFFORD
- BAILLE GIFFORD OVERSEAS LTD
- BAILLIE GIFFORD
- BAILLIE GIFFORD & CO.
- BAILLIE GIFFORD ACWI
- BAILLIE GIFFORD FUND SERVICES LLC
- BAILLIE GIFFORD FUNDS
- BAILLIE GIFFORD INT'L LLC
- BAILLIE GIFFORD INTERNATIONAL, LLC
- BAILLIE GIFFORD OVERSEAS LIMITED
- BAILLIE GIFFORD OVERSEAS LMTD
- BAILLIE GIFFORD OVERSEAS LTD
- BAILLIE GIFFORD OVERSEAS LTD.
- BAILLIE GIFFORD OVERSEAS, LTD
- BAILLIE GIFFORD OVERSEAS, LTD.
- BALLIE GIFFORD
- BALLIE GIFFORD & CO.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 BAILLIE GIFFORD OVERSEAS LTD'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 | 2 | 11.76% | 1.71% | +10.05 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 5.88% | 1.76% | +4.12 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 BAILLIE GIFFORD OVERSEAS LTD. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent