HYAS Group
advisor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-11 YoYRank #1872 of mapped providers
Assets under administration$4.6B0.0%Market share · rank #2001
Fees received$249,571Median $33,725/planSum across Schedule C direct + indirect
Net wins YoY-101 won · 11 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 HYAS Group plan look like?
Service mix · median fees per plan
Count of plans where HYAS Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $12,250 | |
Investment management; Direct payment from the planCode 28 | 2 | $40,899 | |
Direct payment from the plan; Consulting (pension)Code 17 | 1 | $33,725 |
Competitor overlap
Percent of HYAS Group'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 HYAS Group.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under HYAS Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | Edelman Financial Engines | $5.7B |
CADENCE DESIGN SYSTEMS INCCA · 770148231-001 | Envestnet | $1.8B |
GEN DIGITAL INC.AZ · 770181864-001 | Morgan Stanley | $996M |
COLUMBIA BANKING SYSTEM, INC.WA · 911422237-001 | Fidelity Investments | $695M |
ITS TECHNOLOGIES & LOGISTICS, LLCIL · 364427852-002 | Crowe | $53M |
DICK ANDERSON CONSTRUCTION, INC.MT · 810380463-003 | Allied Printing Company | $37M |
RIVERSIDE CONTRACTING, INC.MT · 810393633-002 | Allied Printing Company | $19M |
JACKSON CONTRACTOR GROUP, INC.MT · 810535453-001 | Allied Printing Company | $17M |
CENTURY COMPANIES, INC.MT · 810359330-001 | Allied Printing Company | $16M |
LEGAL AID SERVICES OF OREGONOR · 930635480-001 | Morgan Stanley | $13M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SYNOPSYS, INC.CA · 561546236-001 | $2.7B | 7,510 | $102,813 | 10y | 3 |
ARCTERA US LLCCA · 993609606-001 | $615M | 2,503 | $13,250 | 1y | 2 |
LOYOLA MARYMOUNT UNIVERSITYCA · 951643334-001 | $538M | 4,063 | $6,736 | 4y | 1 |
WIEDEN & KENNEDY, INC.OR · 930832855-001 | $253M | 1,685 | $35,000 | 10y | 2 |
LATTICE SEMICONDUCTOR CORPORATIONOR · 930835214-001 | $203M | 736 | $11,250 | 10y | - |
WILLAMETTE DENTAL GROUP, P.C.OR · 930699253-002 | $182M | 1,637 | $33,725 | 5y | 1 |
OPUS SOLUTIONS, LLCOR · 931262577-001 | $36M | 711 | $46,797 | 4y | 1 |
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 (13)
Raw Schedule C names collapsed into HYAS Group.
- CROWELL WEEDON
- CROWELL WEEDON & CO
- CROWELL, WEEDON & CO
- CROWELL, WEEDON & CO.
- CROWELLP
- CROWLEY FLECK PLLP
- CROWLEY LIBERATORE RYAN &
- HYAS
- HYAS GROUP
- HYAS GROUP LLC
- HYAS GROUP, LLC
- THE HYAS GROUP
- THE HYAS GROUP 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 HYAS Group'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 | 5 | 71.43% | 1.71% | +69.72 pp |
| Failed to provide benefit | 1 | 14.29% | 0.14% | +14.15 pp |
| Corrective distributions | 4 | 57.14% | 1.76% | +55.38 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 HYAS Group. 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 HYAS Group'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 |
|---|---|---|
| Trucker Huss | 1 | 14.3% |
| Venable LLP | 1 | 14.3% |