Garcia Hamilton & Associates
advisor25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20-2 YoYRank #853 of mapped providers
Assets under administration$74.7B0.1%Market share · rank #200
Fees received$1MMedian $38,613/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 Garcia Hamilton & Associates plan look like?
Service mix · median fees per plan
Count of plans where Garcia Hamilton & Associates ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 17 | $39,443 | |
Direct payment from the plan; Employee (plan)Code 30 | 1 | $16,148 | |
Investment management fees paid directly by planCode 51 | 1 | $128,395 | |
Investment management fees paid indirectly by planCode 52 | 1 | $27,997 |
Competitor overlap
Percent of Garcia Hamilton & Associates'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 Garcia Hamilton & Associates.
| Sponsor | From | Assets |
|---|---|---|
RTX CORPORATIONCT · 060570975-041 | CBIZ | $41.6B |
Plans lost in 2024
Appeared last year under Garcia Hamilton & Associates; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | MGO Investment Advisors | $49.7B |
DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERSNJ · 136043977-001 | Groom Law Group, Chartered | $332M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $35,916 | 1y | 1 |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $221,950 | 4y | - |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $144,232 | 3y | - |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | $1.4B | 11,552 | $70,841 | 4y | - |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $16,148 | 2y | - |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | $713M | 5,907 | $37,783 | 3y | - |
BOARD OF TRUSTEES LOCAL 351 PENSION FUNDNJ · 223417366-001 | $542M | 3,230 | $128,395 | 10y | - |
S.C. JOHNSON & SON, INC.WI · 390379990-002 | $407M | 2,913 | $193,640 | 10y | - |
BOARD OF TRUSTEES, SACRAMENTO AREA ELECTRICAL WORKERSCA · 942773478-001 | $327M | 2,733 | $163,826 | 10y | - |
H N S MANAGEMENT COMPANY INCCT · 061002064-001 | $314M | 1,803 | $84,565 | 10y | - |
Flag exposure
90.0%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 (25)
Raw Schedule C names collapsed into Garcia Hamilton & Associates.
- CINDI ASHLEY BOSLEY
- CINDY AMIRAULT
- CINDY BLANKENSHIP
- CINDY BOGGESS
- CINDY ECKHOFF
- CINDY FRESAS
- CINDY G. PITESA
- CINDY GUENTHER
- CINDY HOFFMAN
- CINDY LANDEFELD
- CINDY M HOWARD
- CINDY M. HOWARD
- GARCIA HAMILTON
- GARCIA HAMILTON & ASSOC. L.P.
- GARCIA HAMILTON & ASSOCIATES
- GARCIA HAMILTON & ASSOCIATES L.P.
- GARCIA HAMILTON & ASSOCIATES LP
- GARCIA HAMILTON & ASSOCIATES, INC.
- GARCIA HAMILTON & ASSOCIATES, L.P.
- GARCIA HAMILTON & ASSOCIATES, LP
- GARCIA HAMILTON AND ASSOCIATES
- GARCIA HAMILTON ASSOCIATES
- GARCIA HAMILTON CORE FIXED INCOME
- GARCIA HAMILTON CORE FIXED INCOME P
- GARCIA, HAMILTON & ASSOCIATES
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 Garcia Hamilton & Associates'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 | 1 | 5.00% | 1.71% | +3.29 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 Garcia Hamilton & Associates. 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 Garcia Hamilton & Associates'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 |
|---|---|---|
| Abato, Rubenstein & Abato, P.A. | 1 | 5.0% |
| Allota Farley Co., LPA | 1 | 5.0% |
| Arnold & Kadjan LLP | 1 | 5.0% |
| Baldwin Law Group | 1 | 5.0% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 5.0% |
| Brian D. Sullivan | 1 | 5.0% |
| Bullivant Houser Bailey | 1 | 5.0% |
| Cavanagh & O'Hara LLP | 1 | 5.0% |
| Covington & Burling LLP | 1 | 5.0% |
| Fabian & Byrn LLC | 1 | 5.0% |