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Hogantaylor LLP

Matched across 10 name variants in the filings

Hogantaylor LLP summary

Hogantaylor LLP appears on 31 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $4.7B in assets for 42,517 participants. The median client plan holds $72.3M. Most client plans are sponsored in AR, OK and TX. The largest clients by plan assets are Windstream Services LLC, Alliance Coal, LLC and Uniti Services LLC. Plans reported $614K in direct and indirect compensation paid to Hogantaylor LLP. The median is $19K per plan.

Participants
42,517
Median plan assets
$72.3M
Median plan participants
609
Median fees per plan
$19K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • AR15 plans
  • OK12 plans
  • TX3 plans
  • MI1 plan

Frequently asked questions

Who uses Hogantaylor LLP?
31 retirement plans list Hogantaylor LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Windstream Services LLC, Alliance Coal, LLC, Uniti Services LLC, Bank Ozk and Harding University. Most client plans are sponsored in AR, OK and TX.
How many plans does Hogantaylor LLP serve?
Hogantaylor LLP serves 31 retirement plans with $4.7B in plan assets and 42,517 participants, based on the latest Form 5500 filings through 2024.
What does Hogantaylor LLP charge?
Plans reported $614K in total Schedule C compensation paid to Hogantaylor LLP. The median plan paid $19K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served31Rank #567 of mapped providers
Assets under administration$4.7B0.0%Rank #2310 by share of filed assets
Fees received$613,679Median $19,000/planSum across Schedule C direct + indirect
Net wins YoY-25 won - 7 lostPlan-level switch detection

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  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
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