The Haslauer Group Inc
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served35+2 YoYRank #528 of mapped providers
Assets under administration$6.7B0.0%Market share · rank #1593
Fees received$6MMedian $7,501/planSum across Schedule C direct + indirect
Net wins YoY+16 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 The Haslauer Group Inc plan look like?
Service mix · median fees per plan
Count of plans where The Haslauer Group Inc ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 23 | $5,377 | |
Direct payment from the plan; Other services; Contract Administrator; Other feesCode 13 | 7 | $7,631 | |
Other servicesCode 49 | 3 | $127,197 | |
Accounting (including auditing)Code 10 | 1 | $4,443 | |
Plan AdministratorCode 14 | 1 | $4,168,836 |
Competitor overlap
Percent of The Haslauer Group 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 The Haslauer Group Inc.
| Sponsor | From | Assets |
|---|---|---|
GORDON MCKERNAN INJURY ATTORNEYS LLCLA · 721407192-001 | Wells Fargo | $14M |
CRESCENT CITY SCHOOLSLA · 272811737-001 | Cetera Investment Advisers LLC | $13M |
BEACON HOSPITAL MANAGEMENT, LLCLA · 273174264-002 | (new plan) | $8M |
B & G FOOD ENTERPRISES OF TEXAS, LLCLA · 721331858-001 | Principal | $7M |
ZUPPARDOS ECONOMICAL SUPERMARKETS, LLCLA · 720394474-001 | Stokes Family Office LLC | $6M |
SAFESOURCE DIRECT, LLCLA · 861303090-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under The Haslauer Group Inc; not this year.
| Sponsor | To | Assets |
|---|---|---|
BLAKE INTERNATIONAL RIGS, LLCLA · 453727926-001 | (new plan) | $5M |
APC CONSTRUCTION, LLCLA · 320186386-001 | (new plan) | $5M |
BRICOLAGE ACADEMYLA · 455422748-001 | (new plan) | $2M |
NORTHLAKE CHRISTIAN SCHOOLLA · 720841693-001 | (new plan) | $1M |
MIDSTATE ORTHOPAEDIC & SPORTS MEDICINE CENTER, INC.LA · 721310991-002 | (new plan) | $46 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | $5.0B | 17,060 | $4M | 3y | - |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-013 | $1.2B | 7,495 | $1M | 3y | - |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-002 | $97M | 1,241 | $244,742 | 3y | - |
ALLIED POWER SERVICES, LLCLA · 371857278-001 | $35M | 612 | $12,650 | 7y | 1 |
NEILL CORPORATIONLA · 720649784-001 | $34M | 1,269 | $39,521 | 9y | 1 |
HANNIS T. BOURGEOIS, LLPLA · 720636725-001 | $34M | 188 | $1,600 | 10y | - |
UNITED UTILITY SERVICES, LLCNC · 823772718-001 | $31M | 1,654 | $46,610 | 3y | 2 |
TEXANS ANESTHESIA ASSOCIATES PLLCTX · 260507982-001 | $23M | 166 | $9,652 | 3y | 2 |
CTCO BENEFIT SERVICES, LLCLA · 300515404-002 | $23M | 292 | $6,550 | 9y | - |
CRESCENT CITY SCHOOLSLA · 272811737-001 | $16M | 824 | $20,970 | 2y | - |
Flag exposure
91.4%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 (11)
Raw Schedule C names collapsed into The Haslauer Group Inc.
- CONSTELLATION ADVISERS LLC
- CONSTELLATION ENERGY GENERATION LLC
- CONSTELLATION INVESTIMENTOS E PART
- CONSTELLATION WEALTH ADV
- THE HASLAUER GROUP
- THE HASLAUER GROUP INC
- THE HASLAUER GROUP INC 72-1487108
- THE HASLAUER GROUP, INC
- THE HASLAUER GROUP, INC.
- THE HASLAUER GROUP, INC. 72-1487108
- THE HASLAUER GROUP,INC.
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 The Haslauer Group 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 7 | 20.00% | 26.94% | -6.94 pp |
| Late contributions | 13 | 37.14% | 1.71% | +35.43 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 10 | 28.57% | 1.76% | +26.81 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 The Haslauer Group Inc. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on The Haslauer Group 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 |
|---|---|---|
| Mitchell & Titus, LLP | 3 | 8.6% |
| Bourgeois Bennett LLC | 1 | 2.9% |
| PLANT & MORAN PLLC | 1 | 2.9% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).