HOWARD CAPITAL MANAGEMENT INC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+3 YoYRank #1354 of mapped providers
Assets under administration$9.9B0.0%Market share · rank #1187
Fees received$94,010Median $8,396/planSum across Schedule C direct + indirect
Net wins YoY+34 won · 1 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 HOWARD CAPITAL MANAGEMENT INC plan look like?
Service mix · median fees per plan
Count of plans where HOWARD CAPITAL MANAGEMENT INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Securities brokerageCode 26 | 9 | $9,010 | |
Consulting feesCode 70 | 1 | $7,782 |
Competitor overlap
Percent of HOWARD CAPITAL MANAGEMENT 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 HOWARD CAPITAL MANAGEMENT INC.
| Sponsor | From | Assets |
|---|---|---|
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | SEGALL BRYANT & HAMILL | $849M |
KATTEN MUCHIN ROSENMAN LLPIL · 362796532-007 | CHARLES SCHWAB & CO., INC. | $793M |
HNTB HOLDINGS LTD.MO · 562422024-002 | KWMG LLC | $623M |
Plans lost in 2024
Appeared last year under HOWARD CAPITAL MANAGEMENT INC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BVH, INC.KS · 471888435-002 | $3.0B | 10,517 | $9,010 | 1y | 1 |
GREENBERG TRAURIG, PAFL · 591270754-004 | $1.6B | 5,543 | $16,238 | 7y | 2 |
MAYER BROWN LLPIL · 361447220-004 | $1.2B | 3,355 | $15,471 | 7y | 1 |
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | $849M | 1,854 | $5,567 | 1y | 1 |
KATTEN MUCHIN ROSENMAN LLPIL · 362796532-007 | $793M | 1,992 | $5,638 | 1y | - |
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.TN · 621047356-002 | $628M | 1,622 | $12,559 | 6y | - |
HNTB HOLDINGS LTD.MO · 562422024-002 | $623M | 8,421 | $5,319 | 1y | 1 |
POLSINELLI PCMO · 431064260-001 | $518M | 1,982 | $7,782 | 7y | 2 |
SIDLEY AUSTIN LLPIL · 364474078-004 | $435M | 964 | $9,534 | 7y | - |
LATHROP GPM LLPMO · 430948710-003 | $105M | 287 | $6,892 | 4y | - |
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 (6)
Raw Schedule C names collapsed into HOWARD CAPITAL MANAGEMENT INC.
- HOWARD CAPITAL MANAGEMENT
- HOWARD CAPITAL MANAGEMENT INC
- HOWARD CAPITAL MANAGEMENT, INC.
- HOWARD CAPITAL MANGAEMENT INC
- HOWARD CAPITAL MGMT INC
- HOWARD CAPITALMANAGEMENT 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 HOWARD CAPITAL MANAGEMENT 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 | 3 | 30.00% | 1.71% | +28.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 50.00% | 1.76% | +48.24 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 HOWARD CAPITAL MANAGEMENT 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