The Townsend Group
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-1 YoYRank #1348 of mapped providers
Assets under administration$42.9B0.1%Market share · rank #360
Fees received$5MMedian $54,810/planSum across Schedule C direct + indirect
Net wins YoY-11 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; Investment management fees paid directly by planCode 28 | 4 | $532,928 | |
Investment management fees paid indirectly by plan; Direct payment from the planCode 50 | 4 | $119,952 | |
Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 2 | $37,171 | |
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 |
Plans lost in 2024
Appeared last year under The Townsend Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
CATHAY PACIFIC AIRWAYS LIMITEDCA · 941656968-001 | Aon | $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 | - |
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICANY · 135123390-001 | $1.3B | 7,536 | $118,200 | 2y | - |
XCEL ENERGY INC.MN · 410448030-001 | $1.2B | 11,750 | $263,211 | 9y | - |
XCEL ENERGY INC.MN · 410448030-008 | $860M | 6,472 | $171,816 | 10y | - |
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: 89.1%
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 (7)
Raw Schedule C names collapsed into The Townsend Group.
- THE TOWNSEND GROUP
- TOWNSEND
- TOWNSEND GREAT LAKES & PLAINS, LLC
- TOWNSEND GREAT LAKES & PLAINS, LLP
- TOWNSEND GROUP
- TOWNSEND GROUP INC.
- TOWNSEND GROUP, THE
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 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
Frequent partners by role
Who else shows up on The Townsend Group'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 |
|---|---|---|
| Kilpatrick Townsend & Stockton LLP | 2 | 16.7% |
| Proskauer Rose LLP | 2 | 16.7% |
| Thompson Coburn | 2 | 16.7% |
| Cohen Weiss & Simon LLP | 1 | 8.3% |
| Covington & Burling LLP | 1 | 8.3% |
| Porter Wright Morris & Arthur LLP | 1 | 8.3% |