HOGANTAYLOR LLP
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served29-1 YoYRank #544 of mapped providers
Assets under administration$4.1B0.0%Market share · rank #2132
Fees received$578,206Median $18,100/planSum across Schedule C direct + indirect
Net wins YoY-15 won · 6 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 HOGANTAYLOR LLP plan look like?
Service mix · median fees per plan
Count of plans where HOGANTAYLOR LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 25 | $18,100 | |
Other feesCode 99 | 2 | $12,837 | |
Consulting (pension); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $18,750 | |
Recordkeeping fees; Account maintenance feesCode 64 | 1 | $16,900 |
Competitor overlap
Percent of HOGANTAYLOR LLP'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 HOGANTAYLOR LLP.
| Sponsor | From | Assets |
|---|---|---|
MCAFEE & TAFT A PROFESSIONAL CORPORATIONOK · 730781676-001 | MARINER LLC | $183M |
MCGEORGE CONTRACTING CO., INC.AR · 710207991-003 | MORNINGSTAR | $96M |
PHILLIPS MURRAH, P.C.OK · 731288529-001 | BOKF, NA | $45M |
VERIFORCE, LLCTX · 850478014-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $16M |
HEAT TRANSFER EQUIPMENT COMPANYOK · 730961266-001 | BOKF, NA | $14M |
Plans lost in 2024
Appeared last year under HOGANTAYLOR LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BANK OZKAR · 710130170-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $302M |
GARVER, LLCAR · 010733400-002 | CAPFINANCIAL PARTNERS LLC | $147M |
CLARION EVENTS, INC.OK · 730399210-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $33M |
UNIVERSITY OF OKLAHOMA FOUNDATIONOK · 736091755-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $20M |
COMMUNITY SERVICE COUNCIL OF GREATER TULSA, INC.OK · 730580282-002 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WINDSTREAM SERVICES LLCAR · 852049794-009 | $1.3B | 12,119 | $31,200 | 4y | 1 |
ALLIANCE COAL, LLCOK · 730956034-001 | $639M | 4,723 | $18,700 | 6y | - |
WINDSTREAM SERVICES, LLCAR · 852049794-001 | $438M | 4,448 | $31,200 | 4y | - |
HARDING UNIVERSITYAR · 710236896-001 | $202M | 1,265 | $21,678 | 7y | - |
CROWE & DUNLEVY, A PROFESSIONAL CORPORATIONOK · 731055796-001 | $188M | 305 | $21,650 | 10y | - |
MCAFEE & TAFT A PROFESSIONAL CORPORATIONOK · 730781676-001 | $183M | 451 | $17,723 | 1y | 2 |
ZEECO, INC.OK · 731074490-001 | $135M | 1,023 | $21,500 | 7y | - |
ALLIANCE COAL, LLCOK · 730956034-002 | $101M | 1,411 | $18,100 | 8y | - |
KIMRAY, INC.OK · 730563687-001 | $100M | 1,083 | $23,250 | 4y | - |
MCGEORGE CONTRACTING CO., INC.AR · 710207991-003 | $96M | 800 | $4,024 | 1y | - |
Flag exposure
82.8%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 (8)
Raw Schedule C names collapsed into HOGANTAYLOR LLP.
- HOGAN TAYLOR
- HOGAN TAYLOR LLP
- HOGAN TAYLOR LP
- HOGAN TAYLOR, LLP
- HOGANTAYLOR
- HOGANTAYLOR LLP
- HOGANTAYLOR, LLP
- HOGANTAYLORLLP
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 HOGANTAYLOR LLP'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 | 10 | 34.48% | 1.71% | +32.77 pp |
| Failed to provide benefit | 1 | 3.45% | 0.14% | +3.31 pp |
| Corrective distributions | 5 | 17.24% | 1.76% | +15.48 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 HOGANTAYLOR LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).