HGK
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+1 YoYRank #2144 of mapped providers
Assets under administration$4.9B0.0%Market share · rank #5660
Fees received$1MMedian $45,789/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 HGK plan look like?
Service mix · median fees per plan
Count of plans where HGK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Investment managementCode 28 | 2 | $59,466 | |
Other investment fees and expensesCode 72 | 2 | $30,611 | |
Custodial (securities); Investment managementCode 19 | 1 | $44,000 | |
Investment management fees paid directly by planCode 51 | 1 | $1,168,004 |
Competitor overlap
Percent of HGK'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 HGK.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under HGK; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $1M | 1y | - |
TRUSTEES OF IBEW LOCAL UNION NO 479 PENSION TRUST FUNDTX · 746183767-001 | $162M | 1,974 | $74,519 | 10y | - |
JOINT BOARD OF TRUSTS-BRICKLAYERS & ALLIED CRAFTWORKERS LO3 NY ROCH PENY · 166019479-001 | $74M | 849 | $44,413 | 2y | - |
BOARD OF TRUSTEES OF IBEW LOCAL 139 PENSIONNY · 516029960-001 | $53M | 470 | $47,165 | 10y | - |
BOARD OF TRUSTEES OF IBEW LOCAL 139 ANNUITY FUNDNY · 516029959-001 | $25M | 385 | $14,057 | 3y | - |
BOARD OF TRUSTEE OF CARPET, LINOLEUM AND SOFT TILE LOCAL 1926HI · 990180872-002 | $16M | 255 | $44,000 | 7y | - |
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 HGK.
- HGK
- HGK ASSET MANAEMENT, INC.
- HGK ASSET MANAGAMENT, INC.
- HGK ASSET MANAGMENT
- HGK ASSET MGMT
- HGK ASSETS
- HGK CAPITAL
- HGK TRINITY STREET
- HGK TRINITY STREET INT EQUITY FUND
- HGK TRINITY STREET INTERNATIONAL
- HGK TRINITY STREET INTERNATIONAL FU
- HGK, LTD
- HGK-TRINITY STREET INTL EQUITY FD L
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 HGK'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 HGK. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent