H.I.G. CAPITAL, LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #3420 of mapped providers
Assets under administration$11.5B0.0%Market share · rank #1064
Fees received$6MMedian $2M/planSum across Schedule C direct + indirect
Net wins YoY-11 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 H.I.G. CAPITAL, LLC plan look like?
Service mix · median fees per plan
Count of plans where H.I.G. CAPITAL, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 3 | $1,908,766 |
Competitor overlap
Percent of H.I.G. CAPITAL, LLC'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 H.I.G. CAPITAL, LLC.
| Sponsor | From | Assets |
|---|---|---|
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | BAYSIDE CAPITAL, INC. | $3.3B |
Plans lost in 2024
Appeared last year under H.I.G. CAPITAL, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | GQG PARTNERS LLC | $16.3B |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | HIG BAYSIDE LOAN ADVISORS | $3.2B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $3M | 3y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $2M | 2y | - |
TRUSTEES OF MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERSMN · 516029930-001 | $481M | 3,492 | $374,660 | 2y | - |
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 (3)
Raw Schedule C names collapsed into H.I.G. CAPITAL, LLC.
- H.I.G CAPITAL LLC
- H.I.G CAPITAL, LLC
- H.I.G. CAPITAL, 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 H.I.G. CAPITAL, LLC'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 | 0 | 0.00% | 1.71% | -1.71 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 H.I.G. CAPITAL, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent