Highclere International Investors
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2959 of mapped providers
Assets under administration$2.5B0.0%Market share · rank #2711
Fees received$525,469Median $54,478/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 Highclere International Investors plan look like?
Service mix · median fees per plan
Count of plans where Highclere International Investors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 2 | $54,478 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 1 | $17,978 | |
Securities brokerage commissions and fees; Investment management fees paid directly by planCode 51 | 1 | $398,536 |
Competitor overlap
Percent of Highclere International Investors'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 Highclere International Investors.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Highclere International Investors; not this year.
| Sponsor | To | Assets |
|---|---|---|
BUILDING SERVICES LOCAL 2NY · 111820127-001 | LYDIA STUART | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
IDAHO POWER COMPANYID · 820130980-001 | $971M | 4,728 | $398,536 | 10y | - |
ADVOCATE AURORA HEALTH, INC.IL · 824184596-003 | $966M | 19,215 | $56,277 | 6y | - |
CONCORD HOSPITAL, INC.NH · 222594672-001 | $413M | 6,309 | $52,678 | 2y | - |
BERKLEE COLLEGE OF MUSIC, INC.MA · 042300472-001 | $104M | 706 | $17,978 | 10y | - |
Flag exposure
75.0%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 (7)
Raw Schedule C names collapsed into Highclere International Investors.
- CORPORATE RETIREMENT SERVICES
- CORPORATE RETIREMENT SERVICES, INC.
- HIGHCLERE
- HIGHCLERE INT'L INVESTORS LLP
- HIGHCLERE INTERNATIONAL INV LTD
- HIGHCLERE INTERNATIONAL INVESTORS
- HIGHCLERE INTERNATIONAL INVESTORS L
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 Highclere International Investors'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 Highclere International Investors. 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 Highclere International Investors'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 |
|---|---|---|
| Eide Bailly LLP | 1 | 25.0% |