Hartland & Co.
advisor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2716 of mapped providers
Assets under administration$7.0B0.0%Market share · rank #1581
Fees received$474,672Median $53,044/planSum across Schedule C direct + indirect
Net wins YoY+02 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 Hartland & Co. plan look like?
Service mix · median fees per plan
Count of plans where Hartland & Co. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Copying and duplicatingCode 36 | 4 | $70,598 | |
Investment advisory (plan)Code 27 | 1 | $53,044 |
Competitor overlap
Percent of Hartland & Co.'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 Hartland & Co..
| Sponsor | From | Assets |
|---|---|---|
INVACARE CORPORATIONOH · 952680965-005 | Clearstead Advisors | $135M |
CASH BALANCE BOARD OF NFL PLAYER CASH BALANCE PLANMD · 991250131-001 | Groom Law Group, Chartered | $127M |
Plans lost in 2024
Appeared last year under Hartland & Co.; not this year.
| Sponsor | To | Assets |
|---|---|---|
THALES USA, INC.VA · 060938363-003 | Clearstead Advisors | $1.3B |
ST. CLAIR HOSPITALPA · 251010303-001 | Clearstead Advisors | $190M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SAVINGS BOARD OF THE NFL PLAYER SECOND CAREER SAVINGS PLANMD · 521852902-001 | $4.1B | 11,630 | $254,132 | 3y | - |
ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAMMD · 260181656-001 | $2.0B | 7,789 | $48,297 | 2y | - |
CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLANMD · 472135215-001 | $707M | 5,785 | $92,898 | 3y | - |
INVACARE CORPORATIONOH · 952680965-005 | $135M | 1,127 | $53,044 | 6y | 2 |
CASH BALANCE BOARD OF NFL PLAYER CASH BALANCE PLANMD · 991250131-001 | $127M | 1,731 | $26,301 | 1y | - |
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 (13)
Raw Schedule C names collapsed into Hartland & Co..
- CONSOLIDATED GRAPHIC COMMUNICATIONS
- CONSOLIDATED GRAPHICS, INC.
- HARTLAND
- HARTLAND & CO
- HARTLAND & CO INV CON
- HARTLAND & CO LLC
- HARTLAND & CO, LLC
- HARTLAND & CO.
- HARTLAND & CO., LLC
- HARTLAND & COMPANY
- HARTLAND AND CO
- HARTLAND AND CO.
- HARTLAND AND COMPANY
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 Hartland & Co.'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 | 1 | 20.00% | 0.14% | +19.86 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 Hartland & Co.. 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 Hartland & Co.'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 |
|---|---|---|
| Groom Law Group, Chartered | 4 | 80.0% |