TEMPLETON INVESTMENT COUNSEL LLC
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-3 YoYRank #5516 of mapped providers
Assets under administration$15.0B0.0%Market share · rank #903
Fees received$680,568Median $340,284/planSum across Schedule C direct + indirect
Net wins YoY-30 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 TEMPLETON INVESTMENT COUNSEL LLC plan look like?
Service mix · median fees per plan
Count of plans where TEMPLETON INVESTMENT COUNSEL LLC 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 management; Direct payment from the planCode 28 | 2 | $340,284 |
Competitor overlap
Percent of TEMPLETON INVESTMENT COUNSEL LLC'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 INVESTMENT COUNSEL LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under TEMPLETON INVESTMENT COUNSEL LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA GAS COMPANYCA · 951240705-001 | Delta Dental | $2.3B |
SAN DIEGO GAS & ELECTRIC COMPANYCA · 951184800-002 | eVestment Alliance | $831M |
SEMPRACA · 330732627-001 | WTW | $227M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $132,942 | 10y | - |
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $547,626 | 3y | - |
Flag exposure
100.0%Market: 89.1%
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 (10)
Raw Schedule C names collapsed into TEMPLETON INVESTMENT COUNSEL LLC.
- TEMPLETON ASSET LTD.
- TEMPLETON ASSET MANAGEMENT LTD.
- TEMPLETON INVESTMENT COUNCEL
- TEMPLETON INVESTMENT COUNCIL LLC
- TEMPLETON INVESTMENT COUNSEL
- TEMPLETON INVESTMENT COUNSEL INC
- TEMPLETON INVESTMENT COUNSEL LLC
- TEMPLETON INVESTMENT COUNSEL, INC.
- TEMPLETON INVESTMENT COUNSEL, LLC
- TEMPLETON INVESTMENT COUNSEL,LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 INVESTMENT COUNSEL LLC'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 TEMPLETON INVESTMENT COUNSEL LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on TEMPLETON INVESTMENT COUNSEL LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Day Pitney LLP | 1 | 50.0% |
| Seyfarth Shaw LLP | 1 | 50.0% |