Tweedy Browne Co LLC
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3802 of mapped providers
Assets under administration$780M0.0%Market share · rank #4103
Fees received$186,474Median $58,282/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 Tweedy Browne Co LLC plan look like?
Service mix · median fees per plan
Count of plans where Tweedy Browne Co LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment managementCode 28 | 3 | $58,282 |
Competitor overlap
Percent of Tweedy Browne Co 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 Tweedy Browne Co LLC.
| Sponsor | From | Assets |
|---|---|---|
RESOLUTE FP US INC. · 620721803-004 | (new plan) | $641M |
Plans lost in 2024
Appeared last year under Tweedy Browne Co LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RESOLUTE FP US INC. · 620721803-004 | $641M | 5,106 | $58,282 | 1y | - |
DOMTAR INDUSTRIES LLC · 251157103-006 | $140M | 2,137 | $109,835 | 8y | - |
DOMTAR INDUSTRIES LLC · 251157103-005 | $0 | 0 | $18,357 | 8y | 1 |
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 (8)
Raw Schedule C names collapsed into Tweedy Browne Co LLC.
- TWEEDY BROWN CO
- TWEEDY BROWN CO.
- TWEEDY BROWNE CO LLC
- TWEEDY BROWNE COMPANY LLC
- TWEEDY BROWNE FUND INC.
- TWEEDY, BROWNE CO LLC
- TWEEDY, BROWNE COMPANY LLC
- TWEEDY, BROWNE COMPANY, 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 Tweedy Browne Co 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 | 1 | 33.33% | 7.76% | +25.57 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 Tweedy Browne Co 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 Tweedy Browne Co 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 |
|---|---|---|
| Seyfarth Shaw LLP | 1 | 33.3% |