L.M. HENDERSON & COMPANY, LLP
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19Rank #786 of mapped providers
Assets under administration$12.4B0.0%Market share · rank #1102
Fees received$632,337Median $15,115/planSum across Schedule C direct + indirect
Net wins YoY+04 won · 4 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 L.M. HENDERSON & COMPANY, LLP plan look like?
Service mix · median fees per plan
Count of plans where L.M. HENDERSON & COMPANY, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Direct payment from the planCode 10 | 14 | $14,858 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 3 | $22,544 | |
Employee (plan)Code 30 | 1 | $176,201 | |
Other feesCode 99 | 1 | $2,841 |
Competitor overlap
Percent of L.M. HENDERSON & COMPANY, LLP'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 L.M. HENDERSON & COMPANY, LLP.
| Sponsor | From | Assets |
|---|---|---|
ISC PLASTERERS & CEMENT MASONS PENSION FUNDIN · 356244876-001 | HEALTHSCOPE BENEFITS | $349M |
I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION TRUST FUNDIN · 351450886-001 | PROCOURSE FIDUCIARY ADVISORS, LLC | $25M |
INTL ASSOC OF HEAT AND FROST INS. & ASB. WKRS 75IN · 352150963-001 | OLD NATIONAL WEALTH MANAGEMENT | $13M |
ADVANTAGE HOME CARE, INC.NM · 200603118-001 | SAGEPOINT FINANCIAL INC | $4M |
Plans lost in 2024
Appeared last year under L.M. HENDERSON & COMPANY, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
HAYASHI TELEMPU NORTH AMERICA CORPORATIONMI · 232255107-001 | HENDERSON HUTCHERSON & MCCULLOUGH | $12M |
FRIENDSHIP AUTOMOTIVE, INC.TN · 621545625-002 | AMERICAN FUNDS | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $176,201 | 10y | - |
BOARD OF TRUSTEES INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL CARPENTERS PEMI · 516123713-001 | $1.8B | 13,860 | $115,465 | 10y | - |
TRUSTEES OF CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS DC PENSIONMI · 351833932-001 | $1.6B | 55,172 | $48,219 | 10y | - |
BOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDMI · 356060378-001 | $1.4B | 17,170 | $63,699 | 10y | - |
ISC PLASTERERS & CEMENT MASONS PENSION FUNDIN · 356244876-001 | $349M | 4,903 | $32,300 | 1y | - |
TRUSTEES OF PLUMBERS/STEAMFITTERS LOCAL 440 DEFINED CONT PENS FUNDIN · 352078254-001 | $198M | 3,604 | $15,115 | 10y | 1 |
TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLANIN · 356068417-002 | $137M | 908 | $22,544 | 9y | - |
TRUSTEES OF IBEW LOCAL 531 & NECA PENSION PLANIN · 356068417-001 | $120M | 1,059 | $15,043 | 6y | - |
INDPLS. CHAPTER OF BRICKLAYERS LOCAL NO 4 OF IN/KY(IU OF B & A C)IN · 356074754-001 | $99M | 2,259 | $15,300 | 9y | - |
IBEW LOCAL UNION 668IN · 311252733-002 | $96M | 1,321 | $14,600 | 3y | - |
Flag exposure
84.2%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 (18)
Raw Schedule C names collapsed into L.M. HENDERSON & COMPANY, LLP.
- HENDERSON G
- HENDERSON GENEVA
- HENDERSON GLOB EAFE
- HENDERSON HUTCHERSON & MCCULLOUGH P
- HENDERSON HUTCHERSON MCCULLOUGH PLL
- HENDERSON HUTCHERSON&MCCULLOUGH PLL
- HENDERSON, LAURA E.
- L M HENDERSON & COMPANY LLP
- L. M. HENDERSON & COMPANY, LLP
- L.M. HENDERSON
- L.M. HENDERSON & CO., LLP
- L.M. HENDERSON & COMPANY LLP
- L.M. HENDERSON & COMPANY, LLC
- L.M. HENDERSON & COMPANY, LLP
- L.M. HENDERSON AND COMPANY, LLP
- LM HENDERSON
- LM HENDERSON & COMPANY, LLP
- LM HENDERSON COMPANY LLP
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 L.M. HENDERSON & COMPANY, LLP'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 | 10.53% | 1.71% | +8.81 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 L.M. HENDERSON & COMPANY, LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).