HK FINANCIAL SERVICES
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #2964 of mapped providers
Assets under administration$261M0.0%Market share · rank #5936
Fees received$82,057Median $28,382/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 HK FINANCIAL SERVICES plan look like?
Service mix · median fees per plan
Count of plans where HK FINANCIAL SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 1 | $28,382 | |
Investment advisory (plan)Code 27 | 1 | $24,051 | |
Consulting feesCode 70 | 1 | $29,624 |
Competitor overlap
Percent of HK FINANCIAL SERVICES'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 HK FINANCIAL SERVICES.
| Sponsor | From | Assets |
|---|---|---|
A TO Z DRYING, INC.IA · 420995081-001 | MINNESOTA LIFE INSURANCE COMPANY | $12M |
Plans lost in 2024
Appeared last year under HK FINANCIAL SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
IMEG CONSULTANTS CORP.IL · 150284110-002 | EIDE BAILLY LLP | $258M |
TOMY INTERNATIONAL, INC.IL · 510305290-009 | JOHN HANCOCK LIFE INSURANCE COMPANY | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
A. Y. MCDONALD INDUSTRIES, INC.IA · 420404280-005 | $129M | 1,616 | $24,051 | 3y | 1 |
UNIGROUP C.A.MO · 430561790-002 | $119M | 812 | $28,382 | 2y | 1 |
A TO Z DRYING, INC.IA · 420995081-001 | $12M | 154 | $29,624 | 1y | 1 |
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 (19)
Raw Schedule C names collapsed into HK FINANCIAL SERVICES.
- AE FINANCIAL SERVICES LLC
- HK FINANCIAL SERVICES
- HONKAMP KRUEGER
- HONKAMP KRUEGER & CO PC
- HONKAMP KRUEGER & CO, PC
- HONKAMP KRUEGER & CO. P.C.
- HONKAMP KRUEGER & CO., P.C.
- HONKAMP KRUEGER & CO., PC
- HONKAMP KRUEGER AND CO PC
- HONKAMP KRUEGER CO., P.C.
- HONKAMP KRUEGER FINANCIAL SERV
- HONKAMP KRUEGER FINANCIAL SERVICES
- HONKAMP KRUEGER FINANCIALSVCS INC
- HONKAMP, P.C.
- HONKAMP,P.C.
- HONKOMP KRUEGER & CO P.C.
- HONKOMP KRUEGER & CO, P.C
- HONKOMP KRUEGER & CO, P.C.
- SS&G FINANCIAL SERVICES, INC.
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 HK FINANCIAL SERVICES'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 | 1 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 66.67% | 1.76% | +64.91 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 HK FINANCIAL SERVICES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent