Hughes Pittman & Gupton LLP
auditor16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7Rank #1944 of mapped providers
Assets under administration$15.2B0.0%Market share · rank #867
Fees received$2MMedian $19,300/planSum across Schedule C direct + indirect
Net wins YoY+13 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 Hughes Pittman & Gupton LLP plan look like?
Service mix · median fees per plan
Count of plans where Hughes Pittman & Gupton LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 3 | $19,300 | |
Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 3 | $41,000 | |
Consulting (pension)Code 17 | 1 | $0 |
Competitor overlap
Percent of Hughes Pittman & Gupton 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 Hughes Pittman & Gupton LLP.
| Sponsor | From | Assets |
|---|---|---|
3M COMPANYMN · 410417775-002 | Onex Falcon Investment Advisors | $8.9B |
PENSION COMMITTEE UNDER TWIN CITY HOSPITALS - MINNESOTA NURSESMN · 416184922-001 | GSO Capital Partners | $2.4B |
TUCKPOINTER LOCAL 52 PENSION PLANIL · 366122163-001 | Sands Capital Management | $384M |
Plans lost in 2024
Appeared last year under Hughes Pittman & Gupton LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BANDWIDTH INC.NC · 562242657-001 | EisnerAmper LLP | $89M |
HILLCO, LTD.NC · 560818742-001 | EisnerAmper LLP | $38M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $2M | 2y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $41,000 | 2y | - |
PENSION COMMITTEE UNDER TWIN CITY HOSPITALS - MINNESOTA NURSESMN · 416184922-001 | $2.4B | 33,805 | $17,091 | 1y | - |
PEPSI BOTTLING VENTURES LLCNC · 223657794-005 | $220M | 3,683 | $23,500 | 10y | 1 |
THE MOTLEY FOOL HOLDINGS, INC.VA · 263335778-001 | $174M | 603 | $16,750 | 3y | - |
MERCALIS INCNC · 522251120-001 | $69M | 1,561 | $19,300 | 6y | - |
PLUMBERS & PIPEFITTERS LOCAL 625 PENSION FUNDWV · 550759747-001 | $48M | 475 | $0 | 3y | - |
Flag exposure
85.7%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 (16)
Raw Schedule C names collapsed into Hughes Pittman & Gupton LLP.
- CRESTLINE PORTFOLIO FINANCING FUND
- CRESTLINE SPECIALTY L.P.
- CRESTONE INVESTMENT MANAGEMENT LLC
- CRESTVIEW ADVISORS, LLC
- CRESTVIEW CAPITAL INVESTMENTS
- CRESTVIEW III, LLP
- HUGHES PITTMAN & GUPTON
- HUGHES PITTMAN & GUPTON LLP
- HUGHES PITTMAN & GUPTON, LLC
- HUGHES PITTMAN & GUPTON, LLP
- HUGHES PITTMAN AND GUPTON LLP
- HUGHES PITTMAN AND GUPTON, LLP
- HUGHES, PITTMAN & GUPTON, LLP
- HUGHES, PITTMAN & GUPTON. LLP
- HUGHES, PITTMAN& GUPTON, LLP
- HUGHES, PITTMAN, & GUPTON, LLP
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 Hughes Pittman & Gupton 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 | 1 | 14.29% | 1.71% | +12.57 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 Hughes Pittman & Gupton 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 Hughes Pittman & Gupton 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 |
|---|---|---|
| Mercer | 3 | 42.9% |
| PIMCO | 3 | 42.9% |
| WTW | 3 | 42.9% |
| Dodge & Cox | 2 | 28.6% |
| NISA Investment Advisors | 2 | 28.6% |
| Acadian Asset Management | 1 | 14.3% |
| ACG Advisory Services Inc. | 1 | 14.3% |
| Aksia LLC | 1 | 14.3% |
| American Core Realty Fund, LLC | 1 | 14.3% |
| Aon | 1 | 14.3% |