HILL WARD HENDERSON
33 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-1 YoYRank #1010 of mapped providers
Assets under administration$4.0B0.0%Market share · rank #2134
Fees received$225,281Median $15,282/planSum across Schedule C direct + indirect
Net wins YoY-18 won · 9 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 HILL WARD HENDERSON plan look like?
Service mix · median fees per plan
Count of plans where HILL WARD HENDERSON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 6 | $16,000 | |
Legal; Direct payment from the planCode 29 | 3 | $18,513 | |
Consulting (general)Code 16 | 1 | $17,676 | |
Investment advisory (participants)Code 26 | 1 | $5,914 | |
Other servicesCode 49 | 1 | $14,233 | |
Insurance brokerage commissions and feesCode 53 | 1 | $15,063 | |
Other feesCode 99 | 1 | $7,000 |
Competitor overlap
Percent of HILL WARD HENDERSON'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 HILL WARD HENDERSON.
| Sponsor | From | Assets |
|---|---|---|
BAYCARE HEALTH SYSTEMFL · 592796965-001 | HILL, WARD, HENDERSO | $3.1B |
RESOURCING EDGE I, LLCTX · 463045894-002 | SLAVIC INTEGRATED ADMINISTRATION | $321M |
TIMES PUBLISHING COMPANYFL · 590482470-003 | THE VANGUARD GROUP, INC. | $199M |
UNITED MCGILL CORPORATIONOH · 314399894-004 | HBK CPAS & CONSULTANTS | $31M |
CORRY MANUFACTURING COMPANYPA · 251802644-003 | NORTHWESTERN MUTUAL INVESTMENT SERV | $27M |
LESLIE DIGITAL IMAGING, L.L.C.NY · 113523525-001 | PRINCIPAL LIFE INSURANCE COMPANY | $26M |
THOR EQUITIES, LLCNY · 134191112-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $12M |
Plans lost in 2024
Appeared last year under HILL WARD HENDERSON; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE NEMOURS FOUNDATIONFL · 590634433-002 | GALLAGHER FIDUCIARY ADVISORS, LLC | $1.1B |
AMERICAN BULK COMMODITIES, INC.OH · 341336167-001 | AMI BENEFIT PLAN ADMINISTRATORS INC | $28M |
THE CANTERBURY SCHOOL, INC.FL · 591058089-001 | NEWPORT GROUP, INC. | $15M |
AMERICAN BEVERAGE CORPORATIONPA · 340730294-002 | (new plan) | $9M |
SUREFIRE WIRELINE, LLCPA · 472238147-001 | METRO BENEFITS, INC. | $6M |
PATHMARK HR, INC.OH · 814987330-001 | (new plan) | $4M |
KEEPS CORPORATIONTX · 561887993-002 | TRI-AD ACTUARIES, INC. | $4M |
AUTOMATIC TIMING & CONTROLS, INC.OH · 341536737-003 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BAYCARE HEALTH SYSTEMFL · 592796965-001 | $3.1B | 40,015 | $17,676 | 2y | 2 |
RESOURCING EDGE I, LLCTX · 463045894-002 | $321M | 12,157 | $18,513 | 1y | 1 |
WAREHOUSE EMPLOYEES LOCAL NO. 570MD · 526048848-001 | $255M | 2,942 | $14,233 | 4y | - |
TIMES PUBLISHING COMPANYFL · 590482470-003 | $199M | 990 | $5,914 | 1y | - |
UNITED MCGILL CORPORATIONOH · 314399894-004 | $31M | 157 | $15,000 | 4y | 1 |
CORRY MANUFACTURING COMPANYPA · 251802644-003 | $27M | 297 | $7,000 | 1y | - |
AMIKIDS, INC.FL · 237440836-001 | $27M | 508 | $0 | 8y | - |
LESLIE DIGITAL IMAGING, L.L.C.NY · 113523525-001 | $26M | 267 | $14,000 | 1y | - |
CPX INTERACTIVE DBA DIGITAL REMEDYNY · 203664765-003 | $13M | 208 | $15,500 | 1y | - |
THOR EQUITIES, LLCNY · 134191112-001 | $12M | 138 | $16,500 | 1y | - |
Flag exposure
71.4%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 (33)
Raw Schedule C names collapsed into HILL WARD HENDERSON.
- D.H. HILL SECURITIES LLLP
- HILL BARTH & KING
- HILL BARTH & KING INC
- HILL BARTH & KING LLC
- HILL BARTH & KING LLC DBA HBK CPAS
- HILL BARTH & KING, LLC
- HILL BARTH AND KING LLC
- HILL COUNTRY GROUP
- HILL FINANCIAL
- HILL MANAGEMENT SERVICES
- HILL WARD & HENDERSON
- HILL WARD & HENDERSON PA
- HILL WARD & HENDERSON, PA
- HILL WARD AND HENDERSON
- HILL WARD HENDERSON
- HILL WARD HENDERSON ATTORNEYS AT LA
- HILL WARD HENDERSON ATTORNEYS ATLAW
- HILL WARD HENDERSON PA
- HILL, BARTH & KING
- HILL, BARTH & KING LLC
- HILL, BARTH & KING, LLC
- HILL, BARTH AND KING LLC
- HILL, BARTH, & KING LLC
- HILL, WARD & HENDERSON
- HILL, WARD & HENDERSON, P.A.
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 HILL WARD HENDERSON'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 | 2 | 14.29% | 7.76% | +6.52 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 | 1 | 7.14% | 0.14% | +7.00 pp |
| Corrective distributions | 4 | 28.57% | 1.76% | +26.81 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 HILL WARD HENDERSON. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent