KILPATRICK TOWNSEND
23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served30+12 YoYRank #524 of mapped providers
Assets under administration$46.7B0.1%Market share · rank #338
Fees received$2MMedian $41,474/planSum across Schedule C direct + indirect
Net wins YoY+1216 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 KILPATRICK TOWNSEND plan look like?
Service mix · median fees per plan
Count of plans where KILPATRICK TOWNSEND ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Legal; Direct payment from the planCode 29 | 27 | $42,954 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 1 | $6,334 | |
Consulting (general)Code 16 | 1 | $72,958 | |
Direct payment from the plan; Trustee (individual); Other feesCode 20 | 1 | $5,240 |
Competitor overlap
Percent of KILPATRICK TOWNSEND'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 KILPATRICK TOWNSEND.
| Sponsor | From | Assets |
|---|---|---|
ODP INTERNATIONAL, LLCFL · 872687219-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.3B |
THE DUN & BRADSTREET CORPORATIONFL · 223725387-001 | AON CONSULTING | $1.0B |
SMITHS GROUP SERVICES CORPORATIONDC · 223015350-002 | MMA SECURITIES LLC | $1.0B |
YUM BRANDS, INC.KY · 133951308-333 | WILLIS TOWERS WATSON US LLC | $711M |
EMORY HEALTHCARE, INC.GA · 582137993-003 | (new plan) | $261M |
SMITHS GROUP SERVICES CORPORATIONDC · 223015350-001 | MORGAN STANLEY SMITH BARNEY | $236M |
FIRMENICH INCORPORATEDNJ · 135560633-001 | AON CONSULTING | $215M |
JACKSON HEALTHCARE, LLCGA · 810652936-001 | JACKSON HEALTHCARE | $211M |
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTSNC · 130432265-333 | AON CONSULTING | $105M |
ENGLEWOOD HOLDINGS CORP. (FKA NATIONAL SERVICE INDUSTRIES,INC.)A CA COCA · 770319365-009 | SEI INVESTMENTS | $46M |
Plans lost in 2024
Appeared last year under KILPATRICK TOWNSEND; not this year.
| Sponsor | To | Assets |
|---|
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 | $87,100 | 10y | - |
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $72,283 | 10y | - |
PEPSICO, INC.NY · 131584302-121 | $4.2B | 85,189 | $91,501 | 4y | - |
FRONTIER COMMUNICATIONS PARENT, INC.CT · 862359749-002 | $2.9B | 15,127 | $47,082 | 4y | - |
EQUITABLE FINANCIAL LIFE INSURANCE COMPANYNY · 135570651-005 | $2.6B | 13,002 | $23,840 | 4y | 1 |
FRONTIER COMMUNICATIONS PARENT, INC.CT · 862359749-001 | $2.4B | 20,329 | $727,598 | 4y | - |
CONSOLIDATED NUCLEAR SECURITY, LLCTN · 454482782-001 | $2.0B | 10,673 | $39,359 | 7y | - |
EQUITABLE FINANCIAL LIFE INSURANCE COMPANYNY · 135570651-011 | $1.7B | 14,409 | $57,528 | 9y | - |
ODP INTERNATIONAL, LLCFL · 872687219-001 | $1.3B | 24,429 | $31,608 | 1y | 2 |
THE DUN & BRADSTREET CORPORATIONFL · 223725387-001 | $1.0B | 19,635 | $74,897 | 1y | - |
Flag exposure
93.3%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 (23)
Raw Schedule C names collapsed into KILPATRICK TOWNSEND.
- KILKPATRICK TOWNSEND
- KILPATRICK
- KILPATRICK & STOCKTON
- KILPATRICK & TOWNSEND
- KILPATRICK STOCKTON
- KILPATRICK STOCKTON LLP
- KILPATRICK STOCKTON, LLP
- KILPATRICK TOWNSED
- KILPATRICK TOWNSEND
- KILPATRICK TOWNSEND & STOCKTON
- KILPATRICK TOWNSEND & STOCKTON LLP
- KILPATRICK TOWNSEND & STOCKTON, LLP
- KILPATRICK TOWNSEND ATTORNEYS
- KILPATRICK TOWNSEND LLP
- KILPATRICK TOWNSEND STOCKTON LLP
- KILPATRICK TOWNSEND STOCKTON, LLP
- KILPATRICK, TOWNSEND
- KILPATRICK, TOWNSEND & STOCKTON LLP
- KILPATRICK, TOWNSEND & STOCKTON, LL
- KILPATRICK/TOWNSEND
- KIRKPATRICK TOWNSEND
- KIRPATRICK TOWNSEND
- LKILPATRICK TOWNSEND
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 KILPATRICK TOWNSEND'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 | 4 | 13.33% | 1.71% | +11.62 pp |
| Failed to provide benefit | 4 | 13.33% | 0.14% | +13.19 pp |
| Corrective distributions | 6 | 20.00% | 1.76% | +18.24 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 KILPATRICK TOWNSEND. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent