HIGHLAND CONSULTING ASSOCIATES
34 known aliases resolved via the canonical alias map
Market position · 2024
Plans served127+7 YoYRank #163 of mapped providers
Assets under administration$19.4B0.0%Market share · rank #682
Fees received$7MMedian $37,047/planSum across Schedule C direct + indirect
Net wins YoY+518 won · 13 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 HIGHLAND CONSULTING ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where HIGHLAND CONSULTING ASSOCIATES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant communication; Recordkeeping fees; Investment advisory (plan)Code 27 | 43 | $27,808 | |
Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 31 | $50,149 | |
Legal; Direct payment from the plan; Investment advisory (plan); Consulting (general)Code 16 | 27 | $38,000 | |
Investment advisory (plan); Consulting (pension)Code 17 | 9 | $45,953 | |
Investment management fees paid directly by plan; Investment advisory (plan); Investment advisory (participants); Investment managementCode 26 | 5 | $24,646 | |
Other feesCode 99 | 5 | $6,407 | |
Other fees; Consulting (pension); Contract Administrator; Consulting feesCode 13 | 1 | $121,037 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 1 | $32,144 |
Competitor overlap
Percent of HIGHLAND CONSULTING ASSOCIATES'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 HIGHLAND CONSULTING ASSOCIATES.
| Sponsor | From | Assets |
|---|---|---|
PARKVIEW HEALTH SYSTEM, INC.IN · 351972384-002 | COMMONWEALTH FINANCIAL NETWORK | $928M |
PARKVIEW HEALTH SYSTEM, INC.IN · 351972384-004 | COMMONWEALTH FINANCIAL NETWORK | $794M |
SCHWEITZER ENGINEERING LABORATORIES ,INC.WA · 911196408-003 | THE VANGUARD GROUP, INC. | $492M |
THE ANDERSONS, INC.OH · 341562374-003 | STRATEGIC ADVISORS, INC. | $368M |
COLLIERS INTERNATIONAL USA, LLCWA · 453704406-002 | PRINCIPAL LIFE INSURANCE COMPANY | $356M |
SANMAR CORPORATIONWA · 910792443-001 | PRINCIPAL LIFE INSURANCE COMPANY | $204M |
JO-ANN STORES, LLCOH · 340720629-001 | T ROWE PRICE RPS INC | $183M |
WILLIAMS LEA LLCWV · 133160717-001 | THE VANGUARD GROUP, INC. | $165M |
PLASKOLITE, LLC.OH · 314376110-001 | T ROWE PRICE RPS INC | $155M |
PLAN COMPLIANCE SERVICES, INC.FL · 593708427-019 | (new plan) | $143M |
Plans lost in 2024
Appeared last year under HIGHLAND CONSULTING ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
PARKVIEW HEALTH SYSTEM, INC.IN · 351972384-001 | PIMCO FUNDS | $449M |
OATEY CO.OH · 340434900-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $114M |
NAES CORPORATIONWA · 911111672-009 | HIGHLANDCAPITALADVISORSLLC | $101M |
STATE INDUSTRIAL PRODUCTSOH · 340552740-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $78M |
PIPE TRADES PENSION OF MONTANAWA · 911530117-001 | SCHOEDEL & SCHOEDEL, CPAS, PLLC | $73M |
REPUBLIC STEELOH · 200485783-001 | DOEREN MAYHEW | $43M |
PREMIER PHYSICIANS CENTERS, INC.OH · 341783789-001 | PLANTE & MORAN, PLLC | $33M |
ANDERSON CONCRETE CORPORATIONOH · 314356835-002 | LINCOLN NATIONAL CORPORATION | $26M |
CTI BIOPHARMA CORPMA · 911533912-001 | ADP BROKER-DEALER | $18M |
LEE CONTAINER, LLCGA · 581855931-001 | (new plan) | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PARKVIEW HEALTH SYSTEM, INC.IN · 351972384-002 | $928M | 18,129 | $59,167 | 1y | 1 |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | $884M | 8,480 | $317,173 | 10y | - |
GREIF PACKAGING LLCOH · 363268123-001 | $863M | 9,160 | $89,100 | 9y | 1 |
SUMMA HEALTHOH · 341887844-003 | $855M | 8,038 | $100,000 | 3y | - |
MEDICAL MUTUAL OF OHIOOH · 340648820-002 | $799M | 4,491 | $120,000 | 10y | 1 |
PARKVIEW HEALTH SYSTEM, INC.IN · 351972384-004 | $794M | 18,075 | $59,167 | 1y | - |
COLUMBIA BANKING SYSTEM, INC.WA · 911422237-001 | $761M | 7,528 | $75,000 | 2y | 2 |
PRYSMIAN CABLES AND SYSTEMS (US) INC.KY · 571061511-007 | $703M | 6,880 | $83,802 | 5y | 1 |
NAES CORPORATIONWA · 911111672-002 | $644M | 3,230 | $71,648 | 2y | 1 |
TRUSTEES LOCAL 338 RETIREMENT FUNDNY · 136533678-001 | $607M | 17,068 | $75,394 | 3y | - |
Flag exposure
80.3%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 (34)
Raw Schedule C names collapsed into HIGHLAND CONSULTING ASSOCIATES.
- HIGHLAND
- HIGHLAND ASSOCIATES
- HIGHLAND ASSOCIATES INC
- HIGHLAND ASSOCIATES INC.
- HIGHLAND ASSOCIATES, INC
- HIGHLAND ASSOCIATES, INC.
- HIGHLAND CAPITAL
- HIGHLAND CAPITAL ADVISOR
- HIGHLAND CAPITAL ADVISORS
- HIGHLAND CAPITAL ADVISORS LLC
- HIGHLAND CAPITAL ADVISORS, LLC
- HIGHLAND CAPITAL ADVISORS, LLC.
- HIGHLAND CAPITAL INVESTMENTS
- HIGHLAND CAPITAL MANAGEMENT
- HIGHLAND CAPITAL MANAGEMENT FUND AD
- HIGHLAND CAPITAL MANAGEMENT LLC
- HIGHLAND CAPITAL MANAGEMENT, INC
- HIGHLAND CAPITAL MANAGEMENT, LLC
- HIGHLAND CAPTIAL ADVISORS
- HIGHLAND CONSULTING
- HIGHLAND CONSULTING ASSO
- HIGHLAND CONSULTING ASSOC
- HIGHLAND CONSULTING ASSOC., INC.
- HIGHLAND CONSULTING ASSOCIARTES, I
- HIGHLAND CONSULTING ASSOCIATE
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 HIGHLAND CONSULTING ASSOCIATES'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 | 6 | 4.72% | 7.76% | -3.04 pp |
| Fidelity bond gap | 1 | 0.79% | 26.94% | -26.15 pp |
| Late contributions | 16 | 12.60% | 1.71% | +10.89 pp |
| Failed to provide benefit | 3 | 2.36% | 0.14% | +2.22 pp |
| Corrective distributions | 18 | 14.17% | 1.76% | +12.41 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 HIGHLAND CONSULTING ASSOCIATES. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).