Townsquare Capital
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-7 YoYRank #2449 of mapped providers
Assets under administration$9.7B0.0%Market share · rank #1234
Fees received$2MMedian $18,602/planSum across Schedule C direct + indirect
Net wins YoY-61 won · 7 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 Townsquare Capital plan look like?
Service mix · median fees per plan
Count of plans where Townsquare Capital ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan)Code 26 | 5 | $18,602 |
Competitor overlap
Percent of Townsquare Capital'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 Townsquare Capital.
| Sponsor | From | Assets |
|---|---|---|
TSVC, INCKS · 061664428-002 | Charles Schwab | $1.0B |
Plans lost in 2024
Appeared last year under Townsquare Capital; not this year.
| Sponsor | To | Assets |
|---|---|---|
TECHFLOW MISSION SUPPORT, LLC DBA EMI SERVICESID · 460976793-001 | Ascent Retirement Advisors | $19M |
TECHFLOW, INC.CA · 954620091-003 | Ascent Retirement Advisors | $15M |
RSCI, INC. DBA RECORD STEEL & CONSTRUCTION, INC.ID · 820421355-002 | Benefits 2 Administrators LLC | $14M |
ELECTRICAL WHOLESALE SUPPLY CO., INC.ID · 820254406-001 | Ascent Retirement Advisors | $11M |
ANY HOUR, INC.UT · 203808635-001 | The Angell Pension Group Inc. | $10M |
MORGAN ASPHALT, INC.UT · 870556185-001 | Ascent Retirement Advisors | $4M |
U.S MECHANICAL LIMITED COMPANYUT · 870501447-001 | Ascent Retirement Advisors | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $2M | 6y | - |
SKYWEST, INC.UT · 870292166-001 | $1.4B | 18,854 | $7,639 | 4y | 1 |
TSVC, INCKS · 061664428-002 | $1.0B | 9,868 | $7,084 | 1y | - |
KNOBBE MARTENS OLSON & BEAR, LLPCA · 953605138-004 | $363M | 968 | $18,602 | 4y | - |
HOLIDAY WHOLESALE, INC.WI · 391029235-001 | $26M | 629 | $67,091 | 10y | - |
Flag exposure
80.0%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 (8)
Raw Schedule C names collapsed into Townsquare Capital.
- JOHN F STROTHER
- JOHN F. SUBY & ASSOCIATES, SC
- JOHN F. THRONE & CO.
- TOWNSQUARE CAPITAL INC
- TOWNSQUARE CAPITAL INC.
- TOWNSQUARE CAPITAL LLC
- TOWNSQUARE CAPITAL, INC.
- TOWNSQUARE CAPITAL, 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 Townsquare Capital'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 | 1 | 20.00% | 1.76% | +18.24 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 Townsquare Capital. 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 Townsquare Capital'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 |
|---|---|---|
| Stoel Rives LLP | 1 | 20.0% |