LINDSELL TRAIN LIMITED
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2074 of mapped providers
Assets under administration$4.9B0.0%Market share · rank #1952
Fees received$1MMedian $300,576/planSum across Schedule C direct + indirect
Net wins YoY+01 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 LINDSELL TRAIN LIMITED plan look like?
Service mix · median fees per plan
Count of plans where LINDSELL TRAIN LIMITED ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment managementCode 28 | 4 | $315,650 | |
Investment management fees paid directly by planCode 51 | 1 | $84,416 |
Competitor overlap
Percent of LINDSELL TRAIN LIMITED'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 LINDSELL TRAIN LIMITED.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES, OPERATING ENGINEERS LOCAL 324, DCMI · 383386104-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $237M |
Plans lost in 2024
Appeared last year under LINDSELL TRAIN LIMITED; not this year.
| Sponsor | To | Assets |
|---|---|---|
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | THE TOWNSEND GROUP | $769M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BATTELLE MEMORIAL INSTITUTEOH · 314379427-005 | $1.9B | 10,106 | $617,395 | 10y | - |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-005 | $1.2B | 17,067 | $330,723 | 4y | - |
ESTEE LAUDER, INC.NY · 131871348-001 | $949M | 18,663 | $300,576 | 5y | - |
ROCHESTER GENERAL HEALTH SYSTEMNY · 222551509-001 | $717M | 15,575 | $84,416 | 4y | - |
JOINT BOARD OF TRUSTEES, OPERATING ENGINEERS LOCAL 324, DCMI · 383386104-002 | $248M | 20,636 | $52,261 | 2y | - |
Flag exposure
80.0%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 (6)
Raw Schedule C names collapsed into LINDSELL TRAIN LIMITED.
- LINDSELL TRAIN
- LINDSELL TRAIN GLOBAL EQUITY
- LINDSELL TRAIN GLOBAL EQUITY LLC
- LINDSELL TRAIN GLOBAL EQUITY, LLC
- LINDSELL TRAIN LIMITED
- LINDSELL TRAIN LTD
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 LINDSELL TRAIN LIMITED'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 LINDSELL TRAIN LIMITED. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent