Holland & Knight LLP
attorney10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22+4 YoYRank #759 of mapped providers
Assets under administration$23.5B0.0%Market share · rank #596
Fees received$1MMedian $19,752/planSum across Schedule C direct + indirect
Net wins YoY+58 won · 3 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 Holland & Knight LLP plan look like?
Service mix · median fees per plan
Count of plans where Holland & Knight LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 18 | $22,257 | |
Investment advisory (plan); Investment management fees paid indirectly by planCode 27 | 2 | $0 | |
Direct payment from the plan; Consulting (general)Code 16 | 1 | $3,681 | |
Consulting (pension)Code 17 | 1 | $44,383 |
Competitor overlap
Percent of Holland & Knight LLP'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 Holland & Knight LLP.
| Sponsor | From | Assets |
|---|---|---|
WSP USA BUILDINGS INC.NY · 131730785-001 | Bernard Robinson & Co. LLP | $3.3B |
TENNECO AUTOMOTIVE OPERATING COMPANY LLCMI · 741933558-144 | T. Rowe Price | $1.8B |
FEDERAL-MOGUL POWERTRAIN LLCMI · 382719472-010 | Allianz | $500M |
SOUTH JERSEY INDUSTRIES, INC.NJ · 221901645-004 | Greystone Consulting Group | $127M |
CHS EMPLOYEE GROUP, LLCTN · 232704721-001 | Lattimore Black Morgan & Cain PC | $100M |
SOUTH JERSEY INDUSTRIES, INC.NJ · 221901645-001 | Morgan Stanley | $93M |
SOUTH JERSEY INDUSTRIES, INC.NJ · 221901645-005 | Greystone Consulting Group | $75M |
FLORIDA INDEPENDENT COLLEGE FUNDFL · 591919098-333 | Pentegra Retirement Services Inc. | $23M |
Plans lost in 2024
Appeared last year under Holland & Knight LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
ESSENTIAL UTILITIES, INC.PA · 231702594-001 | BNY Mellon | $322M |
DRIV AUTOMOTIVE INC.MI · 834117479-140 | WTW | $194M |
HMMG, LLCGA · 200359919-001 | Transamerica | $52M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BECTON, DICKINSON AND COMPANYNJ · 220760120-011 | $5.8B | 31,218 | $105,488 | 5y | 1 |
WSP USA BUILDINGS INC.NY · 131730785-001 | $3.3B | 23,617 | $47,822 | 1y | 1 |
BMW OF NORTH AMERICA, LLCNJ · 222139469-002 | $2.3B | 14,552 | $60,443 | 6y | 2 |
TENNECO AUTOMOTIVE OPERATING COMPANY LLCMI · 741933558-144 | $1.8B | 17,937 | $112,277 | 2y | 2 |
BECTON DICKINSON AND COMPANYNJ · 220760120-004 | $1.7B | 23,384 | $253,277 | 3y | - |
CSX CORPORATIONFL · 621051971-003 | $1.5B | 5,563 | $0 | 5y | 1 |
CSX CORPORATIONFL · 621051971-004 | $1.5B | 22,902 | $0 | 5y | 1 |
ADT LLCFL · 454343781-002 | $1.3B | 26,304 | $35,132 | 6y | 2 |
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | $1.2B | 3,192 | $20,264 | 10y | - |
BMW OF NORTH AMERICA LLCNJ · 222139469-004 | $693M | 3,217 | $272,968 | 6y | - |
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 (10)
Raw Schedule C names collapsed into Holland & Knight LLP.
- COWEN AND CO LLC, NY
- HOLLAND & KNIGHT
- HOLLAND & KNIGHT LLC
- HOLLAND & KNIGHT LLP
- HOLLAND & KNIGHT LLS
- HOLLAND & KNIGHT, LLP
- HOLLAND AND KNIGHT
- HOLLAND AND KNIGHT LLP
- HOLLAND KNIGHT LLP
- LORNA PIERCE C/O HOLLAND&KNIGHT
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 Holland & Knight LLP'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 | 6 | 27.27% | 1.71% | +25.56 pp |
| Failed to provide benefit | 3 | 13.64% | 0.14% | +13.50 pp |
| Corrective distributions | 9 | 40.91% | 1.76% | +39.15 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 Holland & Knight LLP. 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 Holland & Knight LLP'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 |
|---|---|---|
| WTW | 7 | 31.8% |
| Mercer | 3 | 13.6% |
| QDRO CONSULTANTS COMPANY, LLC | 3 | 13.6% |
| Strategic Advisers | 3 | 13.6% |
| Aon | 2 | 9.1% |
| Dodge & Cox | 2 | 9.1% |
| Goldman Sachs Asset Management | 2 | 9.1% |
| Greystone Consulting Group | 2 | 9.1% |
| Loomis Sayles | 2 | 9.1% |
| Wellington Company LLP | 2 | 9.1% |