HIRTLE, CALLAGHAN & COMPANY
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2190 of mapped providers
Assets under administration$2.7B0.0%Market share · rank #2680
Fees received$316,882Median $68,135/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 HIRTLE, CALLAGHAN & COMPANY plan look like?
Service mix · median fees per plan
Count of plans where HIRTLE, CALLAGHAN & COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 2 | $45,256 | |
Investment management fees paid directly by planCode 51 | 2 | $53,951 | |
Investment advisory (plan)Code 27 | 1 | $118,468 |
Competitor overlap
Percent of HIRTLE, CALLAGHAN & COMPANY'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 HIRTLE, CALLAGHAN & COMPANY.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under HIRTLE, CALLAGHAN & COMPANY; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | $1.9B | 184,550 | $39,767 | 9y | - |
BOARD OF TRUSTEES - LEGACY PLAN OF THE UNITE HERE RETIREMENT FUNDNY · 820994119-001 | $609M | 87,313 | $14,858 | 7y | - |
BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-002 | $162M | 45,017 | $68,135 | 10y | - |
SPIRAX SARCO, INC.SC · 232239452-028 | $58M | 530 | $118,468 | 10y | - |
GROVE CITY COLLEGEPA · 251065148-001 | $14M | 261 | $75,654 | 10y | - |
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 (12)
Raw Schedule C names collapsed into HIRTLE, CALLAGHAN & COMPANY.
- HIRTLE CALLAGHAN
- HIRTLE CALLAGHAN & CO LLC
- HIRTLE CALLAGHAN & CO.
- HIRTLE, CALLAGHAN & CO
- HIRTLE, CALLAGHAN & CO, LLC
- HIRTLE, CALLAGHAN & CO.
- HIRTLE, CALLAGHAN & CO. LLC
- HIRTLE, CALLAGHAN & CO., LLC
- HIRTLE, CALLAGHAN & COMPANY
- HIRTLE, CALLAGHAN & COMPANY LLC
- HIRTLE, CALLAGHAN CO., LLC
- HIRTLE, CALLAGHAN, & CO.
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 HIRTLE, CALLAGHAN & COMPANY'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 HIRTLE, CALLAGHAN & COMPANY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent