HARDY REED LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+3 YoYRank #1348 of mapped providers
Assets under administration$753M0.0%Market share · rank #4491
Fees received$294,300Median $26,586/planSum across Schedule C direct + indirect
Net wins YoY+34 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 HARDY REED LLC plan look like?
Service mix · median fees per plan
Count of plans where HARDY REED LLC 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 | $31,041 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 3 | $25,778 | |
Direct payment from the plan; Consulting (general)Code 16 | 2 | $47,823 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other servicesCode 15 | 1 | $17,352 |
Competitor overlap
Percent of HARDY REED 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 HARDY REED LLC.
| Sponsor | From | Assets |
|---|---|---|
PHELPS DUNBAR, LLPLA · 720358621-001 | LOCKTON INVESTMENT ADVISORS, LLC | $295M |
AUGUSTA SPORTSWEAR, INC.GA · 201967626-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $22M |
BADGER SPORTSWEAR, LLCNC · 560992548-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $19M |
NORTHWEST OHIO ORTHOPEDICS AND SPORTS MEDICINE, INC.OH · 341963354-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $19M |
Plans lost in 2024
Appeared last year under HARDY REED LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE HARDY CORPORATION, INC.AL · 630180471-001 | WELLS FARGO BANK, N.A. | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PHELPS DUNBAR, LLPLA · 720358621-001 | $295M | 971 | $25,778 | 5y | - |
DMT SOLUTIONS GLOBAL CORPORATIONCT · 825520529-001 | $164M | 1,218 | $55,645 | 6y | - |
DUNLAP & KYLE CO., INC.MS · 640349856-001 | $133M | 2,124 | $40,000 | 9y | 1 |
DOSKOCIL MANUFACTURING COMPANY, INC.TX · 751281683-002 | $42M | 994 | $36,581 | 4y | 1 |
MAD ENGINE GLOBAL, LLCCA · 854233921-001 | $29M | 716 | $17,352 | 4y | - |
AUGUSTA SPORTSWEAR, INC.GA · 201967626-001 | $22M | 792 | $1,203 | 1y | - |
BADGER SPORTSWEAR, LLCNC · 560992548-001 | $19M | 350 | $23,523 | 1y | 2 |
NORTHWEST OHIO ORTHOPEDICS AND SPORTS MEDICINE, INC.OH · 341963354-001 | $19M | 190 | $41,324 | 1y | - |
L & R DISTRIBUTORS, INC.NY · 111812912-002 | $18M | 1,927 | $25,500 | 4y | 2 |
TARTER GATE CO., LLCKY · 610662270-001 | $11M | 892 | $27,394 | 2y | 1 |
Flag exposure
80.0%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 (5)
Raw Schedule C names collapsed into HARDY REED LLC.
- HARDY & HARDY CO, LLC
- HARDY REED CAPITAL ADVISORS, LLC
- HARDY REED LLC
- HARDY REED, LLC
- THE HARDY GROUP
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 HARDY REED 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 | 2 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 1 | 10.00% | 0.14% | +9.86 pp |
| Corrective distributions | 4 | 40.00% | 1.76% | +38.24 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 HARDY REED 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