HOOKER & HOLCOMBE, INC.
39 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-19 YoYRank #1818 of mapped providers
Assets under administration$1.0B0.0%Market share · rank #4019
Fees received$768,649Median $62,917/planSum across Schedule C direct + indirect
Net wins YoY-192 won · 21 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 HOOKER & HOLCOMBE, INC. plan look like?
Service mix · median fees per plan
Count of plans where HOOKER & HOLCOMBE, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Actuarial; Direct payment from the planCode 11 | 3 | $215,258 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 2 | $22,175 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $35,003 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $10,808 |
Competitor overlap
Percent of HOOKER & HOLCOMBE, INC.'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 HOOKER & HOLCOMBE, INC..
| Sponsor | From | Assets |
|---|---|---|
HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.PA · 161105741-002 | THE BANK OF NEW YORK MELLON | $137M |
CENTRAL NATIONAL GOTTESMAN INCNY · 130425246-002 | GREENHAVEN ASSOCIATES | $121M |
Plans lost in 2024
Appeared last year under HOOKER & HOLCOMBE, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
FINANCIAL ACCOUNTING FOUNDATIONCT · 237211935-003 | USI CONSULTING GROUP | $118M |
CONNECTICUT CHILDREN'S MEDICAL CENTERCT · 060646755-001 | (new plan) | $89M |
THOMASTON SAVINGS BANKCT · 060561730-008 | GREAT-WEST LIFE & ANNUITY INSURANCE | $57M |
DAY KIMBALL HOSPITALCT · 060646599-002 | USI CONSULTING GROUP | $56M |
DATA-MAIL, INC.CT · 060867563-002 | USI CONSULTING GROUP | $52M |
CHELSEA GROTON BANKCT · 060376640-002 | USI CONSULTING GROUP | $40M |
THE EASTERN COMPANYCT · 060330020-001 | USI CONSULTING GROUP | $39M |
IROQUOIS PIPELINE OPERATING COMPANYCT · 061266157-001 | USI CONSULTING GROUP | $35M |
MTU AERO ENGINE NORTH AMERICA INC.CT · 061602767-001 | USI CONSULTING GROUP | $27M |
TORRINGTON SAVINGS BANKCT · 060564890-002 | USI CONSULTING GROUP | $25M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
KAMAN CORPORATIONCT · 060613548-008 | $521M | 6,461 | $384,340 | 10y | - |
HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.PA · 161105741-002 | $137M | 1,611 | $32,410 | 1y | - |
CENTRAL NATIONAL GOTTESMAN INC.NY · 130425246-001 | $124M | 828 | $215,258 | 7y | - |
CENTRAL NATIONAL GOTTESMAN INCNY · 130425246-002 | $121M | 368 | $10,808 | 1y | - |
AHLSTROM USA INC.CT · 133509370-001 | $79M | 546 | $78,890 | 3y | - |
NEWTOWN SAVINGS BANKCT · 060472240-002 | $38M | 383 | $46,943 | 9y | - |
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 (39)
Raw Schedule C names collapsed into HOOKER & HOLCOMBE, INC..
- HOOK & HOLCOMBE, INC
- HOOKER & HALCOMBE, INC
- HOOKER & HOLCOMBE
- HOOKER & HOLCOMBE HHIA
- HOOKER & HOLCOMBE INC
- HOOKER & HOLCOMBE INC.
- HOOKER & HOLCOMBE INV ADV
- HOOKER & HOLCOMBE INV ADV INC
- HOOKER & HOLCOMBE INV ADVISORS, INC
- HOOKER & HOLCOMBE INV ADVS INC
- HOOKER & HOLCOMBE INV SERVICES
- HOOKER & HOLCOMBE INV. ADV. INC.
- HOOKER & HOLCOMBE INVEST ADV, INC.
- HOOKER & HOLCOMBE INVEST ADVS INC
- HOOKER & HOLCOMBE INVEST. ADV. INC.
- HOOKER & HOLCOMBE INVEST. ADVRS,INC
- HOOKER & HOLCOMBE INVESTMENT
- HOOKER & HOLCOMBE INVESTMENT ADV
- HOOKER & HOLCOMBE INVESTMENT ADV IN
- HOOKER & HOLCOMBE INVESTMENT ADVISO
- HOOKER & HOLCOMBE INVESTMENT SERV
- HOOKER & HOLCOMBE INVESTMNT ADVISOR
- HOOKER & HOLCOMBE INVST. ADV., INC.
- HOOKER & HOLCOMBE RET SERVICES
- HOOKER & HOLCOMBE RETIREMENT SERVIC
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 HOOKER & HOLCOMBE, INC.'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 HOOKER & HOLCOMBE, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent