HedgeServ
custodian12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #3004 of mapped providers
Assets under administration$10.2B0.0%Market share · rank #1188
Fees received$451,482Median $21,687/planSum across Schedule C direct + indirect
Net wins YoY-10 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 HedgeServ plan look like?
Service mix · median fees per plan
Count of plans where HedgeServ 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 plan; Contract AdministratorCode 13 | 1 | $11,123 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $408,109 | |
Investment management; Custodial (securities)Code 19 | 1 | $0 | |
Direct payment from the plan; Investment management; Investment management fees paid directly by planCode 28 | 1 | $32,250 |
Competitor overlap
Percent of HedgeServ'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 HedgeServ.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under HedgeServ; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES-HTL. & REST. EMP. LO.25&HTL ASSNMD · 526051390-001 | Wellington Trust Company | $323M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MASSACHUSETTS INSTITUTE OF TECHNOLOGYMA · 042103594-002 | $5.9B | 30,211 | $408,109 | 4y | - |
DUKE UNIVERSITYNC · 560532129-002 | $2.8B | 40,202 | $32,250 | 3y | 1 |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $11,123 | 8y | - |
BOARD OF TRUSTEES - PLUMBERS AND STEAMFITTERS LOCAL NO. 177 PENSIONTN · 581359382-001 | $24M | 390 | $0 | 5y | - |
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 (12)
Raw Schedule C names collapsed into HedgeServ.
- COPPER ROCK
- COPPER ROCK CAPITAL
- COPPER ROCK CAPITAL PARTNERS
- COPPER ROCK CAPITAL PARTNERS LLC
- COPPER ROCK CAPITAL PARTNERS, LLC
- COPPER ROCK EMERGING MARKETS
- HEDGESERV
- HEDGESERV CAYMAN LTD
- HEDGESERV LIMITED
- HEDGESERV LTD.
- HEDGESERVE
- HEDGESERVE CAYMAN LTD
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 HedgeServ'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 | 25.00% | 1.71% | +23.29 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 HedgeServ. 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 HedgeServ'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 |
|---|---|---|
| Parametric Portfolio Associates | 2 | 50.0% |
| PIMCO | 2 | 50.0% |
| WTW | 2 | 50.0% |
| 325 Capital | 1 | 25.0% |
| Acadian Asset Management | 1 | 25.0% |
| Advent International Corporation | 1 | 25.0% |
| Atalaya Capital Management, LP | 1 | 25.0% |
| Bares Capital Management | 1 | 25.0% |
| Blackstone Real Estate | 1 | 25.0% |
| Boston Partners Global Investors | 1 | 25.0% |