HAWLEY TROXELL
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+2 YoYRank #2105 of mapped providers
Assets under administration$2.8B0.0%Market share · rank #2623
Fees received$48,509Median $8,289/planSum across Schedule C direct + indirect
Net wins YoY+23 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 HAWLEY TROXELL plan look like?
Service mix · median fees per plan
Count of plans where HAWLEY TROXELL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 5 | $8,289 |
Competitor overlap
Percent of HAWLEY TROXELL'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 HAWLEY TROXELL.
| Sponsor | From | Assets |
|---|---|---|
GLANBIA, INC.ID · 510324868-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $336M |
AGROPUR INC.WI · 351442306-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $243M |
AGRI BEEF COMPANYID · 820314694-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $99M |
Plans lost in 2024
Appeared last year under HAWLEY TROXELL; not this year.
| Sponsor | To | Assets |
|---|---|---|
CALIFORNIA DAIRIES, INC.CA · 950614400-001 | T ROWE PRICE RPS INC | $100M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
J.R. SIMPLOT COMPANYID · 820196611-004 | $1.6B | 12,517 | $9,368 | 4y | 1 |
SONIC HEALTHCARE USA, INC.TX · 208907334-001 | $588M | 11,089 | $23,605 | 7y | 1 |
GLANBIA, INC.ID · 510324868-002 | $336M | 5,093 | $8,289 | 1y | 1 |
AGROPUR INC.WI · 351442306-002 | $243M | 2,868 | $6,355 | 5y | - |
AGRI BEEF COMPANYID · 820314694-002 | $99M | 2,112 | $892 | 1y | - |
Flag exposure
60.0%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 (6)
Raw Schedule C names collapsed into HAWLEY TROXELL.
- HAWLEY TROXELL
- HAWLEY TROXELL ENNIS & HAWLEY LLP
- HAWLEY TROXELL ENNIS & HAWLEY, LLP
- HAWLEY TROXWELL ENNIS & HAWLEY
- HAWLEY, TROXELL ENNIS & HAWLEY LLP
- HAWLEY, TROXWELL ENNIS & HAWLEY 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 HAWLEY TROXELL'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 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 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 HAWLEY TROXELL. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent