HOLLAND & KNIGHT
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served30+6 YoYRank #513 of mapped providers
Assets under administration$25.5B0.0%Market share · rank #512
Fees received$1MMedian $14,136/planSum across Schedule C direct + indirect
Net wins YoY+711 won · 4 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 HOLLAND & KNIGHT plan look like?
Service mix · median fees per plan
Count of plans where HOLLAND & KNIGHT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Other feesCode 29 | 24 | $19,752 | |
Direct payment from the plan; Consulting (general)Code 16 | 2 | $4,865 | |
Investment management fees paid indirectly by plan; Investment advisory (plan)Code 27 | 2 | $0 | |
Consulting (pension)Code 17 | 1 | $44,383 | |
Investment management; Legal; Direct payment from the planCode 28 | 1 | $6,433 |
Competitor overlap
Percent of HOLLAND & KNIGHT'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 HOLLAND & KNIGHT.
| Sponsor | From | Assets |
|---|---|---|
WSP USA BUILDINGS INC.NY · 131730785-001 | BERNARD ROBINSON & COMPANY, LLP | $3.3B |
TENNECO AUTOMOTIVE OPERATING COMPANY LLCMI · 741933558-144 | T ROWE PRICE RPS INC | $1.8B |
LEPRINO FOODS COMPANYCO · 840500292-002 | BROCK AND COMPANY | $673M |
FEDERAL-MOGUL POWERTRAIN LLCMI · 382719472-010 | ALLIANZ GLOBAL INVESTORS | $500M |
SOUTH JERSEY INDUSTRIES, INC.NJ · 221901645-004 | GREYSTONE CONSULTING | $127M |
CHS EMPLOYEE GROUP, LLCTN · 232704721-001 | LATTIMORE BLACK MORGAN AND CAIN | $100M |
SUNCOR ENERGY (U.S.A.) INC.CO · 510403125-003 | JP MORGAN INVESTMENT MANAGEMENT INC | $94M |
SOUTH JERSEY INDUSTRIES, INC.NJ · 221901645-001 | MORGAN STANLEY SMITH BARNEY | $93M |
SOUTH JERSEY INDUSTRIES, INC.NJ · 221901645-005 | GREYSTONE CONSULTING | $75M |
FIRE ENGINEERING COMPANY, INC.UT · 870285738-002 | HOULIHAN VALUATION | $38M |
Plans lost in 2024
Appeared last year under HOLLAND & KNIGHT; not this year.
| Sponsor | To | Assets |
|---|---|---|
ESSENTIAL UTILITIES, INC.PA · 231702594-001 | THE BANK OF NEW YORK MELLON | $322M |
DRIV AUTOMOTIVE INC.MI · 834117479-140 | WILLIS TOWERS WATSON US LLC | $194M |
HMMG, LLCGA · 200359919-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $52M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BECTON, DICKINSON AND COMPANYNJ · 220760120-011 | $5.8B | 31,218 | $105,488 | 5y | 1 |
WSP USA BUILDINGS INC.NY · 131730785-001 | $3.3B | 23,617 | $47,822 | 1y | 1 |
BMW OF NORTH AMERICA, LLCNJ · 222139469-002 | $2.3B | 14,552 | $60,443 | 6y | 2 |
TENNECO AUTOMOTIVE OPERATING COMPANY LLCMI · 741933558-144 | $1.8B | 17,937 | $112,277 | 2y | 2 |
BECTON DICKINSON AND COMPANYNJ · 220760120-004 | $1.7B | 23,384 | $253,277 | 3y | - |
CSX CORPORATIONFL · 621051971-003 | $1.5B | 5,563 | $0 | 5y | 1 |
CSX CORPORATIONFL · 621051971-004 | $1.5B | 22,902 | $0 | 5y | 1 |
ADT LLCFL · 454343781-002 | $1.3B | 26,304 | $35,132 | 6y | 2 |
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | $1.2B | 3,192 | $20,264 | 10y | - |
BALL CORPORATIONCO · 350160610-001 | $901M | 9,883 | $12,429 | 9y | - |
Flag exposure
96.7%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 (21)
Raw Schedule C names collapsed into HOLLAND & KNIGHT.
- HOLLAND & HART
- HOLLAND & HART LLP
- HOLLAND & HART, LLP
- HOLLAND & HEART LLP
- HOLLAND & KNIGHT
- HOLLAND & KNIGHT LLC
- HOLLAND & KNIGHT LLP
- HOLLAND & KNIGHT LLS
- HOLLAND & KNIGHT, LLP
- HOLLAND AND HART
- HOLLAND AND HART LLP
- HOLLAND AND HEART
- HOLLAND AND KNIGHT
- HOLLAND AND KNIGHT LLP
- HOLLAND CAPITAL MGMT
- HOLLAND FINANCIAL SERVICES
- HOLLAND FINANCIAL SERVICES, INC.
- HOLLAND KNIGHT LLP
- HOLLAND PAVING
- HOLLAND, HENRY & BROMLEY LLP
- HOLLAND, HENRY AND BROMLEY
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 HOLLAND & KNIGHT'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 | 7 | 23.33% | 1.71% | +21.62 pp |
| Failed to provide benefit | 3 | 10.00% | 0.14% | +9.86 pp |
| Corrective distributions | 12 | 40.00% | 1.76% | +38.24 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 HOLLAND & KNIGHT. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent