HS Management Partners
other9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-2 YoYRank #1565 of mapped providers
Assets under administration$12.8B0.0%Market share · rank #1011
Fees received$1MMedian $80,801/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 HS Management Partners plan look like?
Service mix · median fees per plan
Count of plans where HS Management Partners ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 8 | $61,655 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $86,123 | |
Investment management fees paid directly by planCode 51 | 1 | $92,889 |
Competitor overlap
Percent of HS Management Partners'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 HS Management Partners.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under HS Management Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | Anthem Blue Cross Life and Health Insurance | $1.8B |
SAN FRANCISCO FORTY NINERS, LIMITEDCA · 942412031-011 | Snyder Capital Management LP | $88M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
H.E.BUTT GROCERY COMPANYTX · 740537175-001 | $4.3B | 122,477 | $212,714 | 10y | - |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $354,655 | 8y | - |
MULTIPLE EMPLOYERSMD · 521061906-002 | $2.2B | 11,358 | $47,831 | 10y | - |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $75,478 | 10y | - |
JOHN MUIR HEALTHCA · 941461843-001 | $630M | 7,089 | $121,472 | 10y | - |
NATIONAL FOOTBALL LEAGUENY · 131922622-001 | $544M | 3,276 | $30,646 | 10y | - |
LIFESPAN CORPORATION D/B/A BROWN UNIVERSITY HEALTHRI · 222861978-001 | $538M | 13,259 | $92,889 | 10y | - |
NATIONAL FOOTBALL LEAGUENY · 131922622-011 | $254M | 2,849 | $11,317 | 10y | 1 |
HUNT CONSOLIDATED, INC.TX · 751727234-001 | $222M | 906 | $86,123 | 8y | - |
NATIONAL FOOTBALL LEAGUENY · 131922622-012 | $99M | 189 | $5,484 | 10y | - |
Flag exposure
70.0%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 (9)
Raw Schedule C names collapsed into HS Management Partners.
- CREEKSIDE INV MGMT INC
- CREESE , SMITH & CO. LLC
- CREESE,SMITH & CO. LLC
- HS MANAGEMENT PARNTERS, LLC
- HS MANAGEMENT PARTNERS
- HS MANAGEMENT PARTNERS LLC
- HS MANAGEMENT PARTNERS, L.P.
- HS MANAGEMENT PARTNERS, LLC
- HS MANAGEMENT PARTNERS,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 HS Management Partners'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 | 1 | 10.00% | 1.71% | +8.29 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 HS Management Partners. 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 HS Management Partners'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 |
|---|---|---|
| Cambridge Associates | 7 | 70.0% |
| PIMCO | 6 | 60.0% |
| Ariel Investments LLC | 4 | 40.0% |
| Jackson Square Partners LLC | 4 | 40.0% |
| Snyder Capital Management LP | 4 | 40.0% |
| Schroder Investment Management | 3 | 30.0% |
| Trinity Asset Management, LLP | 3 | 30.0% |
| Acadian Asset Management | 2 | 20.0% |
| Aon | 2 | 20.0% |
| Bares Capital Management | 2 | 20.0% |