HS MANAGEMENT PARTNERS, LLC
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-7 YoYRank #917 of mapped providers
Assets under administration$14.0B0.0%Market share · rank #932
Fees received$1MMedian $44,992/planSum across Schedule C direct + indirect
Net wins YoY-72 won · 9 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 HS MANAGEMENT PARTNERS, LLC plan look like?
Service mix · median fees per plan
Count of plans where HS MANAGEMENT PARTNERS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 9 | $47,831 | |
Trustee (directed)Code 25 | 2 | $403 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $283,480 | |
Trustee (individual); Direct payment from the planCode 20 | 1 | $12,500 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $86,123 | |
Investment management fees paid directly by planCode 51 | 1 | $92,889 | |
Other feesCode 99 | 1 | $28,000 |
Competitor overlap
Percent of HS MANAGEMENT PARTNERS, LLC'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 HS MANAGEMENT PARTNERS, LLC.
| Sponsor | From | Assets |
|---|---|---|
WESTERN GROWERS PENSION TRUST PLAN ACA · 956035245-001 | WILLIAM J. GRIMM | $878,028 |
METAL TRADES INDUSTRY PENSION PLANCA · 516031408-001 | WILLIAM J. GRIMM | $284,193 |
Plans lost in 2024
Appeared last year under HS MANAGEMENT PARTNERS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | ANTHEM BLUE CROSS AND BLUE SHIELD | $1.8B |
BOARD OF TRUSTEES OF THE MACHINISTS RETIREMENT AND SAVINGS PLANWA · 930396511-001 | FIRST HILL TRUST COMPANY | $94M |
BOARD OF TRUSTEES OF THE WESTERN EMPLOYEES BENEFIT PLANWA · 911154065-001 | FIRST HILL TRUST COMPANY | $92M |
SAN FRANCISCO FORTY NINERS, LIMITEDCA · 942412031-011 | SNYDER CAPITAL MANAGEMENT | $88M |
BOT - ROOFERS LOC. 153 SUPPLEMENTAL BENEFIT PLANWA · 911222649-001 | FIRST HILL TRUST COMPANY | $16M |
BOT - ROOFERS LOC. NO 54 SUPPLEMENTAL BENEFIT PLANWA · 911727270-001 | FIRST HILL TRUST COMPANY | $15M |
THE MANAGEMENT TRUSTCA · 203911881-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $14M |
BOARD OF TRUSTEES, WESTERN STATES IRONWORKERS SHOPMENS 401(K) PLANWA · 931233183-001 | FIRST HILL TRUST COMPANY | $8M |
EB MANAGEMENT COMPANYWA · 840590581-001 | FIRST HILL TRUST COMPANY | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
H.E.BUTT GROCERY COMPANYTX · 740537175-001 | $4.3B | 122,477 | $212,714 | 10y | - |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $354,655 | 8y | - |
MULTIPLE EMPLOYERSMD · 521061906-002 | $2.2B | 11,358 | $47,831 | 10y | - |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $75,478 | 10y | - |
BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUSTNY · 271722149-023 | $742M | 2,667 | $12,500 | 6y | 1 |
JOHN MUIR HEALTHCA · 941461843-001 | $630M | 7,089 | $121,472 | 10y | - |
NATIONAL FOOTBALL LEAGUENY · 131922622-001 | $544M | 3,276 | $30,646 | 10y | - |
LIFESPAN CORPORATION D/B/A BROWN UNIVERSITY HEALTHRI · 222861978-001 | $538M | 13,259 | $92,889 | 10y | - |
NATIONAL FOOTBALL LEAGUENY · 131922622-011 | $254M | 2,849 | $11,317 | 10y | 1 |
TRUSTEES OF NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLANMN · 366157071-002 | $236M | 9,509 | $283,480 | 6y | - |
Flag exposure
81.3%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 HS MANAGEMENT PARTNERS, LLC.
- EB MANAGEMENT
- EB MANAGEMENT CO.
- EB MANAGEMENT COMPANY
- H S MANAGEMENT PARTNERS, LLC
- HS MANAGEMENT
- HS MANAGEMENT PARNTERS, LLC
- HS MANAGEMENT PARTNERS
- HS MANAGEMENT PARTNERS LLC
- HS MANAGEMENT PARTNERS, L.P.
- HS MANAGEMENT PARTNERS, LLC
- HS MANAGEMENT PARTNERS,LLC
- HS MANAGEMENT, LLC
- J&M MANAGEMENT SERVICES INC
- LV MANAGEMENT
- MANAGEMENT GUIDANCE LLP
- MANAGEMENT GUIDANCE, LLP
- MANAGEMENT RECRUITERS INC
- MANAGEMENT RECRUITING INC
- MANAGEMENT SOLUTIONS INC
- OZ MANAGEMENT, LP
- THE MANAGEMENT ASSOCIATION 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 HS MANAGEMENT PARTNERS, LLC'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 | 2 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 6.25% | 1.76% | +4.49 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 HS MANAGEMENT PARTNERS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent