The Hilb Group of New England
advisor17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+1 YoYRank #1703 of mapped providers
Assets under administration$296M0.0%Market share · rank #5214
Fees received$121,314Median $7,646/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 The Hilb Group of New England plan look like?
Service mix · median fees per plan
Count of plans where The Hilb Group of New England ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Contract Administrator; Other fees; Direct payment from the planCode 13 | 3 | $7,646 | |
Other servicesCode 49 | 2 | $0 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $7,125 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $31,853 | |
Direct payment from the plan; Recordkeeping feesCode 50 | 1 | $34,621 | |
Other feesCode 99 | 1 | -$3,000 |
Competitor overlap
Percent of The Hilb Group of New England'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 The Hilb Group of New England.
| Sponsor | From | Assets |
|---|---|---|
SWIFT, CURRIE, MCGHEE & HIERSGA · 580955936-003 | Empower | $96M |
Plans lost in 2024
Appeared last year under The Hilb Group of New England; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
KLAVIYO, INC.MA · 460989964-001 | $120M | 2,058 | $22,073 | 2y | 2 |
SWIFT, CURRIE, MCGHEE & HIERSGA · 580955936-003 | $96M | 472 | $7,125 | 1y | - |
CLARK & ELBING LLPMA · 043335218-001 | $25M | 215 | $0 | 4y | - |
VALUE LINE INCNY · 133139843-001 | $23M | 183 | -$3,000 | 3y | - |
COMPREHENSIVE COMMUNITY ACTION, INC.RI · 056018801-001 | $14M | 713 | $31,853 | 3y | - |
K2 HUMAN CAPITAL SOLUTIONS, INC.RI · 200498824-001 | $9M | 287 | $34,621 | 2y | 1 |
COMMUNITY CONNECTIONS, INCMA · 042871024-001 | $4M | 399 | $7,646 | 7y | 2 |
PLIMOTH PATUXET MUSEUMS, INC.MA · 042210750-003 | $3M | 117 | $18,646 | 8y | - |
COMETEER, INC.MA · 843942257-001 | $3M | 116 | $2,350 | 2y | 1 |
Flag exposure
77.8%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 The Hilb Group of New England.
- CORTEX
- CORTINA
- CORTINA ASSET MANAEMENT, LLC
- CORTINA ASSET MANAGEMENT
- CORTINA ASSET MANAGEMENT LLC
- CORTINA ASSET MANAGEMENT, LLC
- HILB GROUP
- HILB GROUP OF NEW ENGLAND
- HILB GROUP OF NEW ENGLAND, LLC
- HILB GROUP OF NEW JERSEY, LLC
- HILB GROUP OF NJ DBA NEW AGENCY PAR
- THE HILB GROUP
- THE HILB GROUP NEW ENGLAND, LLC
- THE HILB GROUP OF NE, LLC
- THE HILB GROUP OF NEW ENGLAND
- THE HILB GROUP OF NEW ENGLAND LLC
- THE HILB GROUP OF NEW ENGLAND, LLC
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 The Hilb Group of New England'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 | 1 | 11.11% | 26.94% | -15.83 pp |
| Late contributions | 2 | 22.22% | 1.71% | +20.51 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 33.33% | 1.76% | +31.57 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 The Hilb Group of New England. 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 The Hilb Group of New England'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 |
|---|---|---|
| Horowitz & Ullmann PC | 1 | 11.1% |