THE TOWNSEND GROUP
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9Rank #1276 of mapped providers
Assets under administration$42.1B0.1%Market share · rank #360
Fees received$5MMedian $41,532/planSum across Schedule C direct + indirect
Net wins YoY+13 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 THE TOWNSEND GROUP plan look like?
Service mix · median fees per plan
Count of plans where THE TOWNSEND GROUP 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 | $532,928 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 3 | $41,532 | |
Investment management fees paid indirectly by planCode 52 | 2 | $0 |
Competitor overlap
Percent of THE TOWNSEND GROUP'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 THE TOWNSEND GROUP.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | HEALTH MANAGEMENT SYSTEMS, INC. | $16.9B |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-005 | BRICKER GRAYDON LLP | $1.8B |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | NORTHERN TRUST COMPANY | $7M |
Plans lost in 2024
Appeared last year under THE TOWNSEND GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
CATHAY PACIFIC AIRWAYS LIMITEDCA · 941656968-001 | AON CONSULTING | $39M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 5y | - |
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $32,809 | 2y | - |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $3M | 10y | - |
PEPSICO, INC.NY · 131584302-121 | $4.2B | 85,189 | $41,532 | 2y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-001 | $4.1B | 32,548 | $947,655 | 9y | - |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-005 | $1.9B | 10,106 | $1M | 9y | - |
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICANY · 135123390-001 | $1.3B | 7,536 | $118,200 | 2y | - |
BOARD OF TRUSTEES OF THE 1199SEIU HOME CARE EMPLOYEES PENSION FUNDNY · 133943904-001 | $569M | 98,110 | $0 | 9y | - |
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICANY · 135123390-003 | $536M | 4,254 | $33,978 | 2y | - |
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 (6)
Raw Schedule C names collapsed into THE TOWNSEND GROUP.
- THE TOWNSEND GROUP
- TOWNSEND
- TOWNSEND GROUP
- TOWNSEND GROUP INC.
- TOWNSEND GROUP, THE
- TOWNSEND HOLDINGS LLC
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 THE TOWNSEND GROUP'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 THE TOWNSEND GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent