HPM PARTNERS
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+4 YoYRank #1258 of mapped providers
Assets under administration$225M0.0%Market share · rank #6142
Fees received$387,987Median $28,241/planSum across Schedule C direct + indirect
Net wins YoY+46 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 HPM PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where HPM PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 10 | $27,810 | |
Investment advisory (plan)Code 27 | 1 | $28,241 |
Competitor overlap
Percent of HPM PARTNERS'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 HPM PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
GOLDEN EMPIRE MORTGAGE, INC.CA · 770158990-001 | DIGITAL RETIREMENT SOLUTIONS, INC. | $21M |
MCKINNEY VEHICLE SERVICES, INC.CA · 911555122-001 | MORGAN STANLEY SMITH BARNEY | $13M |
ALBANESE CONFECTIONERYIN · 351861174-001 | CAPFINANCIAL PARTNERS LLC | $12M |
SANISURE LLCCA · 843210697-001 | CAMBRIDGE INVESTMENT RESEARCH | $8M |
L KANG INCHI · 990142967-001 | FISHER INVESTMENTS | $3M |
Plans lost in 2024
Appeared last year under HPM PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
ISMIE MUTUAL INSURANCE COMPANYIL · 362883612-001 | CERITY PARTNERS | $112M |
CION INVESTMENT GROUP LLCNY · 453275112-002 | MORGAN STANLEY SMITH BARNEY | $13M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
OPTIM ORTHOPEDICS, LLCGA · 472413464-001 | $46M | 366 | $8,606 | 7y | - |
HUTSON INC.KY · 611272226-001 | $42M | 888 | $86,623 | 2y | - |
ATLAS MACHINE & SUPPLY INC.KY · 610122980-001 | $27M | 318 | $63,404 | 2y | - |
THE PIPE LINE DEVELOPMENT COMPANYOH · 340805493-002 | $27M | 146 | $28,241 | 4y | - |
GOLDEN EMPIRE MORTGAGE, INC.CA · 770158990-001 | $21M | 460 | $68,832 | 1y | 2 |
MICHIANA HEMATOLOGY ONCOLOGYIN · 351686054-002 | $18M | 182 | $46,106 | 4y | - |
MCKINNEY VEHICLE SERVICES, INC.CA · 911555122-001 | $13M | 325 | $35,984 | 1y | 1 |
ALBANESE CONFECTIONERYIN · 351861174-001 | $12M | 660 | $14,051 | 1y | - |
SANISURE LLCCA · 843210697-001 | $8M | 345 | $8,252 | 1y | 1 |
SANISURE LLCCA · 874080617-001 | $8M | 345 | $8,252 | 1y | 1 |
Flag exposure
72.7%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 (5)
Raw Schedule C names collapsed into HPM PARTNERS.
- HPM PARTENERS LLC
- HPM PARTNERS
- HPM PARTNERS LLC
- HPM PARTNERS RETIREMENT SERVICES
- HPM PARTNERS, LLC
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 HPM PARTNERS'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 | 2 | 18.18% | 26.94% | -8.76 pp |
| Late contributions | 2 | 18.18% | 1.71% | +16.47 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 27.27% | 1.76% | +25.51 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 HPM PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent