THORNBURG
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-2 YoYRank #1196 of mapped providers
Assets under administration$508M0.0%Market share · rank #4569
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 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 THORNBURG plan look like?
Service mix · median fees per plan
Count of plans where THORNBURG ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 9 | $0 | |
Other fees; Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of THORNBURG'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 THORNBURG.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF JACKSONVILLE PLUMBERS AND PIPEFITTERSTN · 596168181-001 | WITHUMSMITH+BROWN, PC | $288M |
ENDOTRONIX, INC.IL · 260305050-001 | (new plan) | $9M |
Plans lost in 2024
Appeared last year under THORNBURG; not this year.
| Sponsor | To | Assets |
|---|---|---|
ERP INTERNATIONAL, LLCMD · 205784301-001 | ADP BROKER-DEALER | $29M |
HIGH COUNTRY BEVERAGE CORPORATIONCO · 841341843-001 | LPL FINANCIAL | $17M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF JACKSONVILLE PLUMBERS AND PIPEFITTERSTN · 596168181-001 | $288M | 1,915 | $0 | 1y | - |
BRIDGEWAY BENEFIT TECHNOLOGIES, LLCMD · 521796473-001 | $78M | 454 | $0 | 9y | 1 |
AHRESTY WILMINGTON CORPORATIONOH · 311238304-001 | $34M | 670 | $0 | 6y | - |
THE FREEDOM FORUM, INC.DC · 541604427-002 | $28M | 164 | $0 | 4y | - |
CHESAPEAKE SPRINKLER COMPANY INCMD · 521125115-002 | $22M | 158 | $0 | 10y | 1 |
MANTHEI, INC.MI · 381858891-001 | $20M | 464 | $0 | 4y | 2 |
MUSIC REPORTS, INC.CA · 954545798-001 | $13M | 181 | $0 | 8y | 1 |
ENDOTRONIX, INC.IL · 260305050-001 | $9M | 157 | $0 | 1y | 1 |
U.M. FDSP ASSOCIATES, P.A.MD · 521456103-001 | $9M | 227 | $0 | 10y | 1 |
ALEXANDER ANDREW, INC. DBA FALLTECHCA · 954513960-001 | $7M | 210 | $0 | 6y | 2 |
Flag exposure
90.0%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 (15)
Raw Schedule C names collapsed into THORNBURG.
- THORNBURG
- THORNBURG FUNDS
- THORNBURG FUNDS THORNBURG INTL VALU
- THORNBURG INC BLDR FD A
- THORNBURG INTERNATIONAL
- THORNBURG INTERNATIONAL GROWTH
- THORNBURG INTL EQUITY R6
- THORNBURG INTL GROWTH R5
- THORNBURG INTL VALUE R5
- THORNBURG INV INC BUILDER R5
- THORNBURG INVESTMENT ADVISORS
- THORNBURG INVESTMENT INC
- THORNBURG INVESTMENT MANAGER
- THORNBURG INVESTMENT TST LTD TERM
- THORNBURG LIMITED
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 THORNBURG'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 | 5 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 40.00% | 1.76% | +38.24 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 THORNBURG. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent