Highland Consulting Associates
advisor17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served75+5 YoYRank #273 of mapped providers
Assets under administration$10.5B0.0%Market share · rank #1191
Fees received$3MMedian $37,500/planSum across Schedule C direct + indirect
Net wins YoY+310 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 Highland Consulting Associates plan look like?
Service mix · median fees per plan
Count of plans where Highland Consulting Associates ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Consulting (general); Legal; Direct payment from the planCode 16 | 24 | $38,233 | |
Recordkeeping fees; Investment advisory (plan); Participant communicationCode 27 | 17 | $32,473 | |
Investment management; Investment management fees paid directly by planCode 28 | 14 | $37,274 | |
Investment advisory (plan); Consulting (pension)Code 17 | 9 | $45,953 | |
Other feesCode 99 | 5 | $6,407 | |
Investment advisory (participants)Code 26 | 2 | $15,644 | |
Contract Administrator; Other fees; Consulting fees; Consulting (pension)Code 13 | 1 | $121,037 | |
Other services; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution)Code 15 | 1 | $32,144 |
Competitor overlap
Percent of Highland Consulting Associates'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 Highland Consulting Associates.
| Sponsor | From | Assets |
|---|---|---|
THE ANDERSONS, INC.OH · 341562374-003 | Strategic Advisers | $368M |
JO-ANN STORES, LLCOH · 340720629-001 | T. Rowe Price | $183M |
WILLIAMS LEA LLCWV · 133160717-001 | Vanguard | $165M |
PLASKOLITE, LLC.OH · 314376110-001 | T. Rowe Price | $155M |
PLAN COMPLIANCE SERVICES, INC.FL · 593708427-019 | (new plan) | $143M |
ABC GROUP HOLDINGS, INC.MI · 621364495-001 | Principal | $73M |
JHI GROUP INC.OH · 340894044-002 | Zabarsky & Associates, LLC | $37M |
UNITED EMPLOYEE SERVICES, INC.FL · 593335577-001 | OneDigital | $19M |
BIL-JAX, INC.OH · 344414138-004 | Fifth Third Bank | $14M |
JOURNAL PUBLISHING COMPANYOH · 850448553-001 | Russell Investments | $10M |
Plans lost in 2024
Appeared last year under Highland Consulting Associates; not this year.
| Sponsor | To | Assets |
|---|---|---|
OATEY CO.OH · 340434900-001 | Fidelity Investments | $114M |
STATE INDUSTRIAL PRODUCTSOH · 340552740-001 | Empower | $78M |
REPUBLIC STEELOH · 200485783-001 | Doeren Mayhew | $43M |
PREMIER PHYSICIANS CENTERS, INC.OH · 341783789-001 | PLANT & MORAN PLLC | $33M |
ANDERSON CONCRETE CORPORATIONOH · 314356835-002 | Lincoln Financial | $26M |
LEE CONTAINER, LLCGA · 581855931-001 | (new plan) | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GREIF PACKAGING LLCOH · 363268123-001 | $863M | 9,160 | $89,100 | 9y | 1 |
SUMMA HEALTHOH · 341887844-003 | $855M | 8,038 | $100,000 | 3y | - |
MEDICAL MUTUAL OF OHIOOH · 340648820-002 | $799M | 4,491 | $120,000 | 10y | 1 |
PRYSMIAN CABLES AND SYSTEMS (US) INC.KY · 571061511-007 | $703M | 6,880 | $83,802 | 5y | 1 |
GREIF PACKAGING LLCOH · 363268123-002 | $522M | 5,942 | $122,514 | 10y | - |
ALLIED MINERAL PRODUCTS HOLDING INCOH · 843394646-001 | $404M | 710 | $33,926 | 1y | - |
THE ANDERSONS, INC.OH · 341562374-003 | $368M | 3,576 | $75,736 | 2y | - |
THE E.W. SCRIPPS COMPANYOH · 311223339-020 | $355M | 4,873 | $124,032 | 10y | - |
NORTH CAROLINA BAPTIST HOSPITALNC · 560552787-001 | $335M | 6,682 | $91,530 | 8y | - |
ELON UNIVERSITYNC · 560532303-001 | $324M | 3,051 | $79,065 | 8y | - |
Flag exposure
76.0%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 (17)
Raw Schedule C names collapsed into Highland Consulting Associates.
- CORRELL COMPANY INVESTMENT SERVICES
- CORRENT LAW CORPORATION
- CORRIGAN KRAUS
- HIGHLAND CONSULTING
- HIGHLAND CONSULTING ASSO
- HIGHLAND CONSULTING ASSOC
- HIGHLAND CONSULTING ASSOC., INC.
- HIGHLAND CONSULTING ASSOCIARTES, I
- HIGHLAND CONSULTING ASSOCIATE
- HIGHLAND CONSULTING ASSOCIATES
- HIGHLAND CONSULTING ASSOCIATES INC
- HIGHLAND CONSULTING ASSOCIATES INC.
- HIGHLAND CONSULTING ASSOCIATES, IN
- HIGHLAND CONSULTING ASSOCIATES, INC
- HIGHLAND CONSULTING ASSOCIATES,INC
- HIGHLAND CONSULTING ASSOCIATES. INC
- HIGHLANDS CONSULTING
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 Highland Consulting Associates'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 | 2 | 2.67% | 7.76% | -5.10 pp |
| Fidelity bond gap | 1 | 1.33% | 26.94% | -25.61 pp |
| Late contributions | 10 | 13.33% | 1.71% | +11.62 pp |
| Failed to provide benefit | 1 | 1.33% | 0.14% | +1.19 pp |
| Corrective distributions | 10 | 13.33% | 1.76% | +11.57 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 Highland Consulting Associates. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Highland Consulting Associates'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 |
|---|---|---|
| Baker & Hostetler LLP | 2 | 2.7% |
| Wilcox & Savage P.C. | 2 | 2.7% |
| Bricker & Graydon LLP | 1 | 1.3% |
| Cozen O'Connor | 1 | 1.3% |
| Jacob, Haxton & Boord LLC | 1 | 1.3% |
| Taft Stettinius & Hollister LLP | 1 | 1.3% |
| Walter Haverfield, LLP | 1 | 1.3% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).