HBK CPAs & Consultants
auditor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6Rank #2076 of mapped providers
Assets under administration$11.9B0.0%Market share · rank #1050
Fees received$585,542Median $14,038/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 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 HBK CPAs & Consultants plan look like?
Service mix · median fees per plan
Count of plans where HBK CPAs & Consultants ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 4 | $9,288 | |
Investment management; Investment management fees paid directly by planCode 28 | 2 | $275,484 |
Competitor overlap
Percent of HBK CPAs & Consultants'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 HBK CPAs & Consultants.
| Sponsor | From | Assets |
|---|---|---|
JOHN COCKERILL NORTH AMERICA, INC.OH · 141892086-001 | Strategic Advisers | $19M |
LOCAL 6559 PENSION FUNDNY · 136608700-002 | NINA BELLINI | $14M |
Plans lost in 2024
Appeared last year under HBK CPAs & Consultants; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNITED MCGILL CORPORATIONOH · 314399894-004 | Hill Barth & King LLC | $30M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $446,769 | 5y | - |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | $1.8B | 18,092 | $104,198 | 2y | - |
MIDWEST EXPRESS INC.OH · 510298133-002 | $44M | 530 | $16,000 | 8y | - |
JOHN COCKERILL NORTH AMERICA, INC.OH · 141892086-001 | $19M | 181 | $12,075 | 1y | 1 |
THE LOUIS BERKMAN COMPANY MASTER PENSION PLANPA · 510446461-001 | $15M | 354 | $0 | 4y | - |
LOCAL 6559 PENSION FUNDNY · 136608700-002 | $15M | 908 | $6,500 | 2y | - |
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 (5)
Raw Schedule C names collapsed into HBK CPAs & Consultants.
- CONTRARIAN CAPITAL MANAGEMENT L.L.C
- CONTRARIAN DRE III MANAGEMENT LLC
- HBK CPA & CONSULTANTS
- HBK CPAS & CONSULTANTS
- HBK CPAS AND CONSULTANTS
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 HBK CPAs & Consultants'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 | 16.67% | 1.71% | +14.95 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 HBK CPAs & Consultants. 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 HBK CPAs & Consultants'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 |
|---|---|---|
| WTW | 3 | 50.0% |
| NB Alternatives Advisers LLC | 2 | 33.3% |
| AllianceBernstein | 1 | 16.7% |
| AMI Asset Management | 1 | 16.7% |
| Aon | 1 | 16.7% |
| Apollo Global Management | 1 | 16.7% |
| ASB Capital Management | 1 | 16.7% |
| Blackstone | 1 | 16.7% |
| Boston Partners Global Investors | 1 | 16.7% |
| Buck Global LLC | 1 | 16.7% |