HARTER SECREST & EMERY LLP
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served29+2 YoYRank #586 of mapped providers
Assets under administration$68.1B0.1%Market share · rank #215
Fees received$735,178Median $17,939/planSum across Schedule C direct + indirect
Net wins YoY+07 won · 7 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 HARTER SECREST & EMERY LLP plan look like?
Service mix · median fees per plan
Count of plans where HARTER SECREST & EMERY LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the plan; Other feesCode 29 | 24 | $17,852 | |
Legal; Direct payment from the plan; Consulting (general)Code 16 | 4 | $26,200 | |
Other feesCode 99 | 1 | $15,265 |
Competitor overlap
Percent of HARTER SECREST & EMERY LLP'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 HARTER SECREST & EMERY LLP.
| Sponsor | From | Assets |
|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | CLOUDBERRY CREATIVE, INC. | $16.8B |
GRAHAM CORPORATIONNY · 161194720-002 | THE VANGUARD GROUP, INC. | $98M |
TOPS MARKETS, LLCNY · 161592810-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $60M |
GATEHOUSE MEDIA PENNSYLVANIA HOLDINGS, INC.NY · 364197661-001 | RESOURCES INVESTMENT ADVISORS LLC | $32M |
GEORGE W. PRESCOTT PUBLISHING COMPANY LLCMA · 810584668-002 | RESOURCES INVESTMENT ADVISORS LLC | $18M |
ESL FEDERAL CREDIT UNIONNY · 161490324-002 | PRICEWATERHOUSECOOPERS LLP | $3M |
Plans lost in 2024
Appeared last year under HARTER SECREST & EMERY LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
ARTHUR J. GALLAGHER (ILLINIOS), LLC.IL · 362481781-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3.2B |
UKG INC.FL · 650694077-001 | GRAY, GRAY & GRAY | $1.9B |
PARAMOUNT GLOBALNY · 042949533-205 | MORNEAU SHEPELL | $530M |
UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERSNY · 150543657-001 | LINCOLN NATIONAL CORPORATION | $59M |
EMIRATES USANY · 980156351-001 | BGW WEALTH ADVISORS LLC | $42M |
GOODWILL OF THE FINGER LAKES, INC.NY · 274212702-002 | PROACCOUNT | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $23,390 | 10y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $10,895 | 1y | 1 |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007 | $8.4B | 60,528 | $16,373 | 7y | - |
PARAMOUNT GLOBALNY · 042949533-002 | $6.4B | 33,764 | $29,666 | 2y | 2 |
CORNING INCORPORATEDNY · 160393470-002 | $4.1B | 16,330 | $51,998 | 2y | 1 |
EASTMAN KODAK COMPANYNY · 160417150-001 | $3.1B | 33,088 | $11,453 | 8y | - |
EASTMAN KODAK COMPANYNY · 160417150-002 | $2.1B | 7,352 | $12,212 | 9y | - |
PARAMOUNT GLOBALNY · 042949533-200 | $1.9B | 25,100 | $55,780 | 2y | - |
GANNETT MEDIA CORP.NY · 472390983-100 | $1.6B | 18,766 | $5,418 | 4y | 2 |
GANNETT MEDIA CORP.NY · 472390983-001 | $864M | 11,234 | $58,099 | 4y | - |
Flag exposure
96.6%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 (11)
Raw Schedule C names collapsed into HARTER SECREST & EMERY LLP.
- HARTER SEACREST & EMERY
- HARTER SECREST & EME
- HARTER SECREST & EMERY
- HARTER SECREST & EMERY LLP
- HARTER SECREST & EMERY, LLP
- HARTER SECREST AND EMERY LLP
- HARTER SECREST EMERY LLP
- HARTER, SECREST & EMERY
- HARTER, SECREST & EMERY LLP
- HARTER, SECREST & EMERY, LLP
- HARTER, SECREST, & EMERY LLP
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 HARTER SECREST & EMERY LLP'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 | 5 | 17.24% | 1.71% | +15.53 pp |
| Failed to provide benefit | 2 | 6.90% | 0.14% | +6.76 pp |
| Corrective distributions | 5 | 17.24% | 1.76% | +15.48 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 HARTER SECREST & EMERY LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).