BEACON HILL
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1-2 YoYRank #10995 of mapped providers
Assets under administration$972M0.0%Market share · rank #4112
Fees received$15,066Median $15,066/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 BEACON HILL plan look like?
Service mix · median fees per plan
Count of plans where BEACON HILL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 1 | $15,066 |
Competitor overlap
Percent of BEACON HILL'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 BEACON HILL.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BEACON HILL; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTALNY · 133507075-001 | POSTMASTER GENERAL | $2.1B |
TRUSTEES OF MASSACHUSETTS SERVICE EMPLOYEES' PENSION PLANMA · 046344921-001 | PURCHASE POWER | $276M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES I.A.M. 401(K) FUNDDC · 320443423-003 | $972M | 45,058 | $15,066 | 2y | 1 |
Flag exposure
100.0%Market: 89.2%
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 (6)
Raw Schedule C names collapsed into BEACON HILL.
- BEACON HILL
- BEACON HILL STAFFING
- BEACON HILL STAFFING GROUP
- BEACON HILL STAFFING GROUP LLC
- BEACON HILL STAFFING GROUP, LLC
- BEACON HILL STAFFING, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 BEACON HILL'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 | 100.00% | 1.71% | +98.29 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 BEACON HILL. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent