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Henderson Brothers Financial Partne
Matched across 28 name variants in the filings
Henderson Brothers Financial Partne summary
Henderson Brothers Financial Partne appears on 56 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.8B in assets for 45,901 participants. The median client plan holds $34.6M. Most client plans are sponsored in PA, WV and NC. The largest clients by plan assets are Robert Morris University, Armstrong Holdings, Inc. and Jackson Kelly PLLC. Plans reported $1.5M in direct and indirect compensation paid to Henderson Brothers Financial Partne. The median is $25K per plan.
- Participants
- 45,901
- Median plan assets
- $34.6M
- Median plan participants
- 463
- Median fees per plan
- $25K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Robert Morris University | PA | $210M | 849 |
| Armstrong Holdings, Inc. | PA | $181M | 3,245 |
| Jackson Kelly PLLC | WV | $165M | 468 |
| Development Dimensions International, Inc. | PA | $140M | 574 |
| Butler Memorial Hospital | PA | $113M | 2,478 |
| Fullsight, LLC | PA | $112M | 615 |
| Hanna Holdings, Inc. | PA | $110M | 1,642 |
| Eat'N Park Hospitality Group | PA | $102M | 8,351 |
| Ward Transport & Logistics Corp. | PA | $99.3M | 1,810 |
| Leedsworld, Inc. | PA | $97.8M | 2,342 |
| Carnegie Institute | PA | $92.2M | 1,082 |
| Saint Vincent College | PA | $87.4M | 763 |
| Seton Hill University | PA | $69.3M | 692 |
| Carlow University | PA | $61.6M | 722 |
| PTC Alliance LLC, plan 003 | PA | $60.0M | 853 |
| Kurt J Lesker Co | PA | $59.9M | 436 |
| Mascaro Services, Inc. | PA | $58.7M | 180 |
| Aerotech, Inc. | PA | $55.2M | 531 |
| Meduit. LLC Ilk/a Receivables | NC | $52.6M | 1,732 |
| PTC Alliance LLC, plan 015 | PA | $52.1M | 670 |
| Moravian Academy | PA | $51.6M | 434 |
| Butler Medical Providers | PA | $47.5M | 867 |
| Nicholson Construction Company | PA | $46.2M | 359 |
| Wheeling University | WV | $45.5M | 591 |
| Henderson Brothers, Inc. | PA | $44.5M | 215 |
- PAParticipants 849
- PAParticipants 3,245
- Jackson Kelly PLLC$165MWVParticipants 468
- PAParticipants 574
- PAParticipants 2,478
- Fullsight, LLC$112MPAParticipants 615
- Hanna Holdings, Inc.$110MPAParticipants 1,642
- PAParticipants 8,351
- PAParticipants 1,810
- Leedsworld, Inc.$97.8MPAParticipants 2,342
- Carnegie Institute$92.2MPAParticipants 1,082
- Saint Vincent College$87.4MPAParticipants 763
- Seton Hill University$69.3MPAParticipants 692
- Carlow University$61.6MPAParticipants 722
- PAParticipants 853
- Kurt J Lesker Co$59.9MPAParticipants 436
- Mascaro Services, Inc.$58.7MPAParticipants 180
- Aerotech, Inc.$55.2MPAParticipants 531
- NCParticipants 1,732
- PAParticipants 670
- Moravian Academy$51.6MPAParticipants 434
- Butler Medical Providers$47.5MPAParticipants 867
- PAParticipants 359
- Wheeling University$45.5MWVParticipants 591
- Henderson Brothers, Inc.$44.5MPAParticipants 215
Top client states
- PA48 plans
- WV3 plans
- NC2 plans
- FL1 plan
- MI1 plan
Frequently asked questions
- Who uses Henderson Brothers Financial Partne?
- 56 retirement plans list Henderson Brothers Financial Partne as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Robert Morris University, Armstrong Holdings, Inc., Jackson Kelly PLLC, Development Dimensions International, Inc. and Butler Memorial Hospital. Most client plans are sponsored in PA, WV and NC.
- How many plans does Henderson Brothers Financial Partne serve?
- Henderson Brothers Financial Partne serves 56 retirement plans with $2.8B in plan assets and 45,901 participants, based on the latest Form 5500 filings through 2024.
- What does Henderson Brothers Financial Partne charge?
- Plans reported $1.5M in total Schedule C compensation paid to Henderson Brothers Financial Partne. The median plan paid $25K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served56+44 YoYRank #1433 of mapped providers
Assets under administration$2.8B0.0%Rank #6640 by share of filed assets
Fees received$1MMedian $25,250/planSum across Schedule C direct + indirect
Net wins YoY-21 won - 3 lostPlan-level switch detection
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