TEMPLETON & COMPANY LLP
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served32+13 YoYRank #521 of mapped providers
Assets under administration$1.8B0.0%Market share · rank #3286
Fees received$488,118Median $15,750/planSum across Schedule C direct + indirect
Net wins YoY+1217 won · 5 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 TEMPLETON & COMPANY LLP plan look like?
Service mix · median fees per plan
Count of plans where TEMPLETON & COMPANY LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 30 | $16,250 | |
Shareholder servicing fees; Investment managementCode 28 | 1 | $0 | |
Other feesCode 99 | 1 | $5,300 |
Competitor overlap
Percent of TEMPLETON & COMPANY LLP'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 TEMPLETON & COMPANY LLP.
| Sponsor | From | Assets |
|---|---|---|
EMPLOYER FLEXIBLETX · 274406361-333 | LPL FINANCIAL | $215M |
PALM BEACH ATLANTIC UNIVERSITY, INC.FL · 591092732-001 | AMERICAN UNITED LIFE INSURANCE CO | $84M |
TEAMWORK SERVICES, INC.GA · 581863048-001 | TEAMWORK SERVICES INC | $54M |
MEDICAL SOCIETY OF DELAWAREDE · 510061011-333 | GREAT-WEST LIFE & ANNUITY INSURANCE | $21M |
PLAN PROFESSIONALS, LLCNJ · 853213245-308 | (new plan) | $19M |
BONIFACE & COMPANY, INC.FL · 592882249-001 | SENTRY LIFE INSURANCE COMPANY | $12M |
AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTERTX · 751301699-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $11M |
EAST BAY RESTAURANT SUPPLY, INC.CA · 941284745-001 | UBS FINANCIAL SERVICES INC | $10M |
CAPITAL HEALTHCARE, PCVA · 461591855-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $6M |
SAGE SENIOR LIVING, LLCPA · 450519545-002 | LPL FINANCIAL | $6M |
Plans lost in 2024
Appeared last year under TEMPLETON & COMPANY LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE BENJAMIN SCHOOLFL · 591536502-001 | TIAA | $36M |
AMERICAN ENGINEERING & DEVELOPMENT CORPORATIONFL · 591480029-001 | GLOBAL RETIREMENT PARTNERS LLC | $19M |
MISSISSIPPI ASSOCIATED BUILDERS & CONTRACTORS, INC.MS · 640415733-333 | MAGNOLIA CAPITAL ADVISORS | $13M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PHYSICIAN BUSINESS SERVICES, LLCFL · 593734161-001 | $243M | 3,315 | $21,500 | 2y | - |
EMPLOYER FLEXIBLETX · 274406361-333 | $215M | 13,349 | $26,500 | 1y | 2 |
ACE HARDWARE CORPORATIONIL · 360700810-333 | $188M | 11,052 | $17,500 | 7y | 1 |
FLAGLER SYSTEM, INC.FL · 650118212-002 | $187M | 2,839 | $15,500 | 4y | 1 |
SECURE HORIZONS RETIREMENT PLAN LLCFL · 933836168-001 | $139M | 3,324 | $9,195 | 1y | 2 |
TEXO ABC-AGC, INC.TX · 320274111-002 | $117M | 7,018 | $19,500 | 5y | 1 |
XMT SERVICES, INC.MD · 884345709-002 | $93M | 2,291 | $12,000 | 2y | - |
PALM BEACH ATLANTIC UNIVERSITY, INC.FL · 591092732-001 | $84M | 1,973 | $10,000 | 3y | - |
AVMA LIFE TRUST, LLCIL · 842685033-333 | $75M | 3,833 | $34,500 | 2y | 1 |
BECKER & POLIAKOFF, P.A.FL · 591640708-001 | $55M | 400 | $12,000 | 2y | - |
Flag exposure
93.8%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 (25)
Raw Schedule C names collapsed into TEMPLETON & COMPANY LLP.
- TEMPLETON
- TEMPLETON & CO
- TEMPLETON & CO LLP
- TEMPLETON & CO, LLP
- TEMPLETON & CO.
- TEMPLETON & CO. LLP
- TEMPLETON & COMPANY
- TEMPLETON & COMPANY LLP
- TEMPLETON & COMPANY, LLP
- TEMPLETON & COMPANY, LLP LUCY MATCH
- TEMPLETON & COMPANY, LP
- TEMPLETON AND COMPANY
- TEMPLETON AND COMPANY LLC
- TEMPLETON AND COMPANY LLP
- TEMPLETON ASSET LTD.
- TEMPLETON ASSET MANAGEMENT LTD.
- TEMPLETON FOREIGN
- TEMPLETON FOREIGN FUND ADV
- TEMPLETON FOREIGN R6
- TEMPLETON FUNDS
- TEMPLETON GLOBAL BOND R6
- TEMPLETON INTERNATIONAL
- TEMPLETON INVESTMENT
- TEMPLETON RETIREMENT
- TEMPLETON/SIERRA INVESTMENT PARTNER
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 TEMPLETON & COMPANY LLP'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 | 2 | 6.25% | 7.76% | -1.51 pp |
| Fidelity bond gap | 3 | 9.38% | 26.94% | -17.57 pp |
| Late contributions | 21 | 65.63% | 1.71% | +63.91 pp |
| Failed to provide benefit | 1 | 3.13% | 0.14% | +2.99 pp |
| Corrective distributions | 10 | 31.25% | 1.76% | +29.49 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 TEMPLETON & COMPANY LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).