Harbor Capital Advisors, Inc.
advisor23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-3 YoYRank #1032 of mapped providers
Assets under administration$1.4B0.0%Market share · rank #3420
Fees received$705,602Median $0/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 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 Harbor Capital Advisors, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Harbor Capital Advisors, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 9 | $0 | |
Other investment fees and expenses; Distribution (12b-1) fees; Investment management fees paid indirectly by planCode 52 | 3 | $0 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communication; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Other services; Distribution (12b-1) fees; Participant loan processing; Float revenue; Recordkeeping fees; Shareholder servicing fees; Investment management fees paid indirectly by plan; Redemption fees; Investment advisory (plan)Code 15 | 2 | $0 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $9,667 |
Competitor overlap
Percent of Harbor Capital Advisors, Inc.'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 Harbor Capital Advisors, Inc..
| Sponsor | From | Assets |
|---|---|---|
LIBBEY GLASS LLCOH · 222784107-004 | (new plan) | $203M |
LIONEL, LLCNC · 133850060-001 | Empower | $7M |
KEYSTONE TECHNOLOGY CONSULTANTS, INOH · 311537684-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under Harbor Capital Advisors, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
ASCENSUS, LLC.PA · 113665754-001 | Dodge & Cox | $538M |
CAPITAL BLUE CROSSPA · 230455154-002 | BlackRock | $454M |
QUANTUM IMAGING & THERAPEUTIC ASSOCIATES, INC.PA · 251792806-002 | Strategic Advisers | $66M |
LBX COMPANY, LLCKY · 611331493-001 | T. Rowe Price | $20M |
MANTHEI, INC.MI · 381858891-001 | T. Rowe Price | $16M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
O-I GLASS, INC.OH · 222781933-002 | $544M | 6,042 | $448,364 | 10y | - |
O-I GLASS, INC.OH · 222781933-001 | $251M | 4,271 | $214,510 | 10y | - |
LIBBEY GLASS LLCOH · 222784107-004 | $203M | 2,256 | $9,033 | 1y | - |
EDWIN L. HEIM COMPANYPA · 231265924-001 | $88M | 231 | $0 | 8y | - |
BRIDGEWAY BENEFIT TECHNOLOGIES, LLCMD · 521796473-001 | $78M | 454 | $0 | 9y | 1 |
CAROLINAS PATHOLOGY GROUP, P.A.NC · 560986500-001 | $49M | 166 | $10,300 | 8y | - |
PLASTERER'S PENSION TRUSTOR · 936075453-001 | $38M | 278 | $23,395 | 6y | - |
E.R. JAHNA INDUSTRIES, INC.FL · 590874072-002 | $27M | 169 | $0 | 8y | - |
OLEAN GENERAL HOSPITALNY · 160743102-003 | $25M | 710 | $0 | 8y | - |
GB AUCTIONS, INC. DBA DEALERS AUTO AUCTIONWA · 911569642-001 | $24M | 388 | $0 | 2y | - |
Flag exposure
87.5%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 (23)
Raw Schedule C names collapsed into Harbor Capital Advisors, Inc..
- CONDUENT (FORMALLY XEROX)
- CONDUENT (FORMERLY XEROX)
- CONDUENT CONSULTANTS
- CONDUENT CONSULTANTS, LLC
- CONDUENT CONSULTING (FORMERLY BUCK)
- CONDUENT H.R. CONSULTING, LLC
- HARBOR
- HARBOR CAPITAL
- HARBOR CAPITAL ADVISOR, INC.
- HARBOR CAPITAL ADVISORS
- HARBOR CAPITAL ADVISORS INC
- HARBOR CAPITAL ADVISORS, INC
- HARBOR CAPITAL ADVISORS, INC.
- HARBOR CAPITAL FUNDS
- HARBOR CAPITAL MANAGEMENT
- HARBOR CAPITAL MANAGEMENT INC.
- HARBOR CAPITAL MANAGEMENT, INC.
- HARBOR FUNDS
- HARBOR FUNDS 34-1570746
- HARBOR INTERNATIONAL INSTL
- HARBOR MID CAP
- HARBOR MID CAP VALUE INST
- HARBOR SMALL CAP GROWTH INSTL
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 Harbor Capital Advisors, Inc.'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 | 6.25% | 7.76% | -1.51 pp |
| Fidelity bond gap | 2 | 12.50% | 26.94% | -14.44 pp |
| Late contributions | 1 | 6.25% | 1.71% | +4.54 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 6.25% | 1.76% | +4.49 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 Harbor Capital Advisors, Inc.. 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 Harbor Capital Advisors, Inc.'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 |
|---|---|---|
| Bradley L. Middleton, PC | 1 | 6.3% |
| Colleran O'Hara & Mills LLP | 1 | 6.3% |
| Reinhart Boerner Van Deuren S.C. | 1 | 6.3% |