HARRISON STREET
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+1 YoYRank #1253 of mapped providers
Assets under administration$18.6B0.0%Market share · rank #694
Fees received$4MMedian $57,996/planSum across Schedule C direct + indirect
Net wins YoY+12 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 HARRISON STREET plan look like?
Service mix · median fees per plan
Count of plans where HARRISON STREET 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 | 7 | $361,703 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $52,430 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $14,149 | |
Direct payment from the plan; Other feesCode 50 | 1 | $6,961 |
Competitor overlap
Percent of HARRISON STREET'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 HARRISON STREET.
| Sponsor | From | Assets |
|---|---|---|
MARS, INCORPORATEDNJ · 221594774-001 | THACKERAY PARTNERS RLTY FUND IV, LP | $5.1B |
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLANNE · 476045942-001 | MILLIMAN, INC. | $93M |
Plans lost in 2024
Appeared last year under HARRISON STREET; not this year.
| Sponsor | To | Assets |
|---|---|---|
HARRISON GLOBAL, LLCMA · 043147707-001 | OSAIC WEALTH INC | $23M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MARS, INCORPORATEDNJ · 221594774-001 | $5.1B | 26,885 | $28,461 | 1y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $473,538 | 6y | - |
BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OFOR · 936074829-001 | $2.5B | 32,974 | $6,961 | 8y | - |
UT-BATTELLE, LLCTN · 621788235-001 | $2.4B | 12,721 | $2M | 7y | - |
MARTIN MARIETTA MATERIALS, INC.NC · 561848578-002 | $1.3B | 16,206 | $913,047 | 2y | - |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-005 | $1.2B | 17,067 | $361,703 | 9y | - |
BOARD OF TRUSTEES, EDISON PENSION TRUSTOR · 936061681-001 | $1.0B | 8,208 | $14,149 | 10y | - |
BOARD OF TRUSTEES BAC LOCAL 15 PENSION FUNDMO · 436102453-001 | $147M | 1,672 | $11,488 | 1y | - |
SEATTLE TIMES COMPANYWA · 910403890-002 | $128M | 1,471 | $72,808 | 4y | - |
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLANNE · 476045942-001 | $96M | 863 | $57,996 | 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 (13)
Raw Schedule C names collapsed into HARRISON STREET.
- HARRISION STREET
- HARRISON ELECTRICAL WKRS HEALTH TR
- HARRISON ELECTRICAL WORKERS
- HARRISON GLOBAL LLC
- HARRISON ST CORE PROP FD LP
- HARRISON ST REAL ESTATE CAPITAL LLC
- HARRISON STREET
- HARRISON STREET ADVISORS LLC
- HARRISON STREET ADVISORS, LLC
- HARRISON STREET CORE PROP FUND C LP
- HARRISON STREET REAL ESTATE CAPITAL
- HARRISON WALDROP & UHEREK
- HARRISON WOLFE
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 HARRISON STREET'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 HARRISON STREET. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent