GARCIA HAMILTON & ASSOCIATES
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21-2 YoYRank #703 of mapped providers
Assets under administration$38.7B0.0%Market share · rank #391
Fees received$2MMedian $49,155/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 GARCIA HAMILTON & ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where GARCIA HAMILTON & ASSOCIATES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 16 | $44,299 | |
Employee (plan); Direct payment from the planCode 30 | 2 | $113,001 | |
Investment advisory (plan)Code 27 | 1 | $13,503 | |
Investment management fees paid directly by planCode 51 | 1 | $128,395 | |
Investment management fees paid indirectly by planCode 52 | 1 | $27,997 |
Competitor overlap
Percent of GARCIA HAMILTON & ASSOCIATES'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 GARCIA HAMILTON & ASSOCIATES.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under GARCIA HAMILTON & ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $49.7B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $221,950 | 4y | - |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $144,232 | 3y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $145,710 | 10y | - |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | $1.4B | 11,552 | $70,841 | 4y | - |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | $713M | 5,907 | $37,783 | 3y | - |
BOARD OF TRUSTEES LOCAL 351 PENSION FUNDNJ · 223417366-001 | $542M | 3,230 | $128,395 | 10y | - |
S.C. JOHNSON & SON, INC.WI · 390379990-002 | $407M | 2,913 | $193,640 | 10y | - |
BOARD OF TRUSTEES, SACRAMENTO AREA ELECTRICAL WORKERSCA · 942773478-001 | $327M | 2,733 | $163,826 | 10y | - |
H N S MANAGEMENT COMPANY INCCT · 061002064-001 | $314M | 1,803 | $84,565 | 10y | - |
BD OF TR OF THE PENSION AND ANNUITY PLAN OF BRICKLAYERS PENSION FUNDNY · 516135291-001 | $267M | 2,779 | $80,292 | 7y | - |
Flag exposure
90.5%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 (25)
Raw Schedule C names collapsed into GARCIA HAMILTON & ASSOCIATES.
- A. GARCIA
- D. GARCIA
- GARCIA D
- GARCIA FIGUEROA & CO PAC
- GARCIA HAMILITON & ASSOCIATES
- GARCIA HAMILTON
- GARCIA HAMILTON & ASSOC. L.P.
- GARCIA HAMILTON & ASSOCIATES
- GARCIA HAMILTON & ASSOCIATES L.P.
- GARCIA HAMILTON & ASSOCIATES LP
- GARCIA HAMILTON & ASSOCIATES, INC.
- GARCIA HAMILTON & ASSOCIATES, L.P.
- GARCIA HAMILTON & ASSOCIATES, LP
- GARCIA HAMILTON AND ASSOCIATES
- GARCIA HAMILTON ASSOCIATES
- GARCIA HAMILTON CORE FIXED INCOME
- GARCIA HAMILTON CORE FIXED INCOME P
- GARCIA S
- GARCIA WEALTH MANAGEMENT
- GARCIA WEALTH MANAGMENT/CORVUS
- GARCIA, HAMILTON & ASSOCIATES
- GARCIA, HAMILTON, & ASSOC
- GARCIA,/BANORTE-IXE
- GARCIA-FIGUEROA & CO PAC
- GRACE HAMILTON & ASSOCIATES
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 GARCIA HAMILTON & ASSOCIATES'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 | 4.76% | 1.71% | +3.05 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 4.76% | 1.76% | +3.00 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 GARCIA HAMILTON & ASSOCIATES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent