K&L Gates LLP
attorney16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served34+8 YoYRank #518 of mapped providers
Assets under administration$82.9B0.1%Market share · rank #166
Fees received$2MMedian $28,827/planSum across Schedule C direct + indirect
Net wins YoY+923 won · 14 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 K&L Gates LLP plan look like?
Service mix · median fees per plan
Count of plans where K&L Gates 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 | 28 | $18,314 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $50,000 | |
ActuarialCode 11 | 1 | $20,767 | |
Contract AdministratorCode 13 | 1 | $175,118 | |
Consulting (pension)Code 17 | 1 | $50,000 | |
Other fees; Direct payment from the planCode 50 | 1 | $73,489 | |
Consulting feesCode 70 | 1 | $1,824 |
Competitor overlap
Percent of K&L Gates 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 K&L Gates LLP.
| Sponsor | From | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | PwC | $17.9B |
SHELL USA, INC.TX · 131299890-001 | MetLife Investment Management | $9.7B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-002 | TELUS HEALTH | $2.7B |
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | Buck Global LLC | $2.5B |
GEORGETOWN UNIVERSITYDC · 530196603-211 | Empower | $2.5B |
YALE UNIVERSITYCT · 060646973-002 | LRB | $2.0B |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-003 | Arrowstreet Capital | $2.0B |
GENUINE PARTS COMPANYGA · 580254510-001 | Genuine Parts | $2.0B |
WESCO DISTRIBUTION, INC.PA · 251723345-001 | Fidelity Investments | $1.9B |
SLALOM, INC.WA · 841246887-001 | Strategic Advisers | $1.6B |
Plans lost in 2024
Appeared last year under K&L Gates LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-100 | WTW | $3.4B |
CONNECT HOLDING II LLC D/B/A BRIGHTSPEEDNC · 873811759-200 | Crowe | $1.9B |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-041 | EY | $1.5B |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-101 | EY | $1.4B |
ANDERSEN CORPORATIONMN · 410123208-001 | Principal | $833M |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-305 | EY | $605M |
CHI ST. LUKE'S HEALTHTX · 760536232-001 | (new plan) | $68M |
PRO SPORTS CLUBWA · 911256440-001 | Northwest Plan Services | $19M |
GREEN DIAMOND RESOURCE COMPANYWA · 912172199-013 | (new plan) | $10M |
MCLAREN HEALTH CARE CORPORATIONMI · 382397643-005 | (new plan) | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $42,766 | 1y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $100,000 | 1y | - |
SHELL USA, INC.TX · 131299890-001 | $9.7B | 31,775 | $175,118 | 1y | - |
PPG INDUSTRIES, INC.PA · 250730780-384 | $4.3B | 23,059 | $80,500 | 8y | 2 |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-002 | $2.7B | 24,831 | $73,489 | 1y | - |
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | $2.5B | 38,699 | $513,509 | 1y | - |
GEORGETOWN UNIVERSITYDC · 530196603-211 | $2.5B | 13,202 | $39,520 | 5y | - |
CHARTER COMMUNICATIONS, INC.NC · 841496755-001 | $2.3B | 34,730 | $3,985 | 2y | - |
YALE UNIVERSITYCT · 060646973-002 | $2.3B | 13,392 | $11,783 | 8y | - |
GENUINE PARTS COMPANYGA · 580254510-001 | $2.0B | 15,587 | $90,584 | 1y | - |
Flag exposure
88.2%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 K&L Gates LLP.
- DIXON HUGHES GOODMAN PLLC
- DIXON HUGHES GOODMAN WEALTH
- DIXON HUGHES GOODMAN WEALTH ADV
- K & L GATES
- K & L GATES LLP
- K & L GATES LP
- K & L GATES, LLP
- K AND L GATES
- K AND L GATES, LLP
- K L GATES LLP
- K& L GATES
- K&L GATES
- K&L GATES LLC
- K&L GATES LLP
- K&L GATES, LLP
- K&L GATES,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 K&L Gates 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 | 1 | 2.94% | 7.76% | -4.82 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 8.82% | 1.71% | +7.11 pp |
| Failed to provide benefit | 3 | 8.82% | 0.14% | +8.68 pp |
| Corrective distributions | 7 | 20.59% | 1.76% | +18.83 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 K&L Gates LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on K&L Gates 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 | 17 | 50.0% |
| Mercer | 7 | 20.6% |
| Aon | 5 | 14.7% |
| Wellington Company LLP | 4 | 11.8% |
| Bloomberg LP | 3 | 8.8% |
| eVestment Alliance | 3 | 8.8% |
| NISA Investment Advisors | 3 | 8.8% |
| Strategic Advisers | 3 | 8.8% |
| Allspring Global Investments | 2 | 5.9% |
| Dodge & Cox | 2 | 5.9% |