Hewitt
advisor27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-7 YoYRank #1534 of mapped providers
Assets under administration$10.4B0.0%Market share · rank #1151
Fees received$4MMedian $275,490/planSum across Schedule C direct + indirect
Net wins YoY-70 won · 7 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 Hewitt plan look like?
Service mix · median fees per plan
Count of plans where Hewitt ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid indirectly by plan; Investment advisory (plan); Investment management fees paid directly by plan; Consulting (pension); Actuarial; Consulting fees; Named fiduciaryCode 11 | 4 | $343,114 | |
Consulting (general)Code 16 | 2 | $241,914 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $131,838 | |
Consulting (pension)Code 17 | 1 | $1,343,412 | |
Investment advisory (plan)Code 27 | 1 | $110,492 | |
Finders' fees / placement fees; Distribution (12b-1) fees; Securities brokerageCode 33 | 1 | $77,750 |
Competitor overlap
Percent of Hewitt'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 Hewitt.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Hewitt; not this year.
| Sponsor | To | Assets |
|---|---|---|
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-001 | Fidelity Investments | $914M |
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-002 | Fidelity Investments | $669M |
BROWN-FORMAN CORPORATIONKY · 610143150-002 | Aon | $499M |
BROWN-FORMAN CORPORATIONKY · 610143150-009 | Aon | $51M |
BROWN-FORMAN CORPORATIONKY · 610143150-001 | Aon | $39M |
BROWN-FORMAN CORPORATIONKY · 610143150-003 | Aon | $18M |
TOMY INTERNATIONAL, INC.IL · 510305290-009 | John Hancock | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
KIMBERLY-CLARK CORPORATIONWI · 390394230-016 | $5.0B | 17,038 | $77,750 | 10y | - |
PACCAR INCWA · 910351110-001 | $2.7B | 18,129 | $131,838 | 10y | - |
DUQUESNE LIGHT COMPANYPA · 250451600-001 | $895M | 3,892 | $173,550 | 10y | - |
AUTO CLUB INSURANCE ASSOCIATIONMI · 380477270-333 | $493M | 3,483 | $317,431 | 8y | - |
ASSOCIATED BANC-CORPWI · 391098068-001 | $482M | 5,883 | $240,702 | 10y | - |
CLECO POWER LLCLA · 720244480-001 | $414M | 1,913 | $310,277 | 10y | - |
HILL-ROM HOLDINGS, INC.IN · 351160484-201 | $230M | 2,727 | $368,797 | 10y | - |
CF INDUSTRIES HOLDINGS, INC.IL · 202697511-002 | $173M | 2,473 | $480,807 | 10y | - |
BGM GROUP, LLCMN · 411421691-001 | $30M | 207 | $110,492 | 3y | - |
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTSNC · 130432265-333 | $3M | 0 | $1M | 7y | - |
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 (27)
Raw Schedule C names collapsed into Hewitt.
- CORNERSTONE PRIVATE ASSET TRUST
- CORNERSTONE PRIVATE ASSET TRUST CO.
- CORNERSTONE RE ADVISORS
- CORNERSTONE RE ADVISORS INC
- CORNERSTONE REAL ESTATE
- CORNERSTONE REAL ESTATE ADV
- HEWITT
- HEWITT & ASSOCIATES LLC
- HEWITT ASSOCIATE
- HEWITT ASSOCIATE LLC
- HEWITT ASSOCIATES
- HEWITT ASSOCIATES LLC
- HEWITT ASSOCIATES LLC.
- HEWITT ASSOCIATES, LLC
- HEWITT ASSOCIATES,LLC
- HEWITT CONSULTING
- HEWITT ENNIS KNUPP AND ASSOCIATES
- HEWITT FINANCIAL SERVICES
- HEWITT FINANCIAL SERVICES LLC
- HEWITT FINANCIAL SERVICES, LLC
- HEWITT FINANCIALS SERVICES LLC
- HEWITT HR SOLUTIONS, LLC
- HEWITT INVESTMENT CONSULTING
- HEWITT INVESTMENT CONSULTING IN
- HEWITT INVESTMENT CONSULTING 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 Hewitt'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 | 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 Hewitt. 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 Hewitt'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 |
|---|---|---|
| Kilpatrick Townsend & Stockton LLP | 1 | 10.0% |
| McElroy, Quirk, & Burch | 1 | 10.0% |
| Morgan Lewis & Bockius LLP | 1 | 10.0% |
| Winston & Strawn LLP | 1 | 10.0% |