BRANDES INVESTMENT PARTNERS
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7Rank #1621 of mapped providers
Assets under administration$4.3B0.0%Market share · rank #2101
Fees received$812,872Median $57,065/planSum across Schedule C direct + indirect
Net wins YoY+02 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 BRANDES INVESTMENT PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where BRANDES INVESTMENT PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment management; Direct payment from the planCode 28 | 5 | $83,000 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $43,202 | |
Investment management fees paid directly by planCode 51 | 1 | $57,065 |
Competitor overlap
Percent of BRANDES 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 BRANDES INVESTMENT PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORSIN · 351843702-001 | HEALTHSCOPE BENEFITS | $56M |
Plans lost in 2024
Appeared last year under BRANDES INVESTMENT PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
LEAR CORPORATIONMI · 133386776-001 | RHUMBLINE ADVISORS | $226M |
LEAR CORPORATIONMI · 133386776-004 | WILLIS TOWERS WATSON US LLC | $144M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $430,508 | 10y | - |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-002 | $1.1B | 9,402 | $143,000 | 6y | - |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-004 | $471M | 1,216 | $83,000 | 1y | - |
RICELAND FOODS, INC.AR · 710578942-002 | $324M | 1,833 | $36,081 | 9y | - |
BOARD OF TRUSTEES IBEW LOCAL UNION NO. 99 RETIREMENT PLANCT · 056049538-001 | $110M | 1,595 | $57,065 | 10y | - |
BUNZL USA, LLCMO · 131884179-003 | $102M | 660 | $43,202 | 10y | - |
BOARD OF TRUSTEES-LOCAL 18 INT'L HEAT & FROST INSULATORSIN · 351843702-001 | $63M | 676 | $20,016 | 9y | - |
Flag exposure
100.0%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 (14)
Raw Schedule C names collapsed into BRANDES INVESTMENT PARTNERS.
- BRANDES
- BRANDES INVESTMENT
- BRANDES INVESTMENT PARTNERS
- BRANDES INVESTMENT PARTNERS INC
- BRANDES INVESTMENT PARTNERS INC.
- BRANDES INVESTMENT PARTNERS LLC
- BRANDES INVESTMENT PARTNERS LP
- BRANDES INVESTMENT PARTNERS, L.P
- BRANDES INVESTMENT PARTNERS, L.P.
- BRANDES INVESTMENT PARTNERS, L.P. 4
- BRANDES INVESTMENT PARTNERS, LP
- BRANDES INVESTMENT PARTNERS, LP.
- BRANDES INVESTMENT PARTNERS,L.P.
- BRANDES INVESTMENTS
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 BRANDES 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 BRANDES 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