NYHART
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21-7 YoYRank #726 of mapped providers
Assets under administration$1.8B0.0%Market share · rank #3223
Fees received$3MMedian $49,600/planSum across Schedule C direct + indirect
Net wins YoY-71 won · 8 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 NYHART plan look like?
Service mix · median fees per plan
Count of plans where NYHART ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the planCode 15 | 16 | $29,621 | |
Direct payment from the plan; Participant communication; Contract Administrator; ActuarialCode 11 | 3 | $178,083 | |
Plan Administrator; Direct payment from the plan; Recordkeeping fees; Other fees; Participant loan processing; Distribution (12b-1) fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance feesCode 14 | 1 | $630,106 | |
Other servicesCode 49 | 1 | $59,987 |
Competitor overlap
Percent of NYHART'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 NYHART.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under NYHART; not this year.
| Sponsor | To | Assets |
|---|---|---|
INDPLS. CHAPTER OF BRICKLAYERS LOCAL NO 4 OF IN/KY(IU OF B & A C)IN · 356074754-001 | MARINER LLC | $84M |
BD OF TRUSTEES - IBEW LOCAL UNION NO. 873IN · 350415484-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $58M |
MIDWEST ANESTHESIA ASSOCIATES, P.A.KS · 480765484-001 | CHARLES SCHWAB & CO., INC. | $56M |
CAMPBELL & FETTER BANKIN · 350843168-001 | ASCENSUS LLC | $25M |
INDIANA ORGAN PROCUREMENT ORGANIZATION, INC.IN · 351746358-001 | EPIC RETIREMENT PLAN SERVICES | $24M |
FIRST BAIRD BANCSHARES, INC.TX · 751777399-002 | EPIC RETIREMENT PLAN SERVICES | $12M |
ROYAL PIN LEISURE CENTERS, INC.IN · 351511615-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COOPERATIVE PENSION / SAVINGS BOARDIN · 311257147-335 | $455M | 6,031 | $405,476 | 10y | 2 |
COOPERATIVE PENSION / SAVINGS BOARDIN · 311257147-334 | $229M | 5,429 | $838,990 | 9y | - |
REID HOSPITAL & HEALTH CARE SERVICES, INC.IN · 350892672-003 | $214M | 4,641 | $322,378 | 10y | - |
NIBE ENERGY SYSTEMS, INC.IN · 990368191-001 | $157M | 3,623 | $59,987 | 5y | - |
GRAY MEDIAGA · 580285030-001 | $113M | 2,146 | $139,127 | 8y | - |
AXCET HR SOLUTIONSKS · 481102958-333 | $98M | 3,452 | $630,106 | 8y | - |
BD OF TRUSTEES - INDIANA PIPE TRADES DFND CONT PENSION PLANIN · 351983939-001 | $92M | 1,464 | $86,053 | 7y | 1 |
NEB CORPORATIONWI · 391210679-002 | $88M | 520 | $70 | 10y | - |
VERA BRADLEY DESIGNS, INC.IN · 351556781-001 | $77M | 1,296 | $89,023 | 10y | - |
BADGER LIQUOR CO., INC.WI · 396080278-003 | $74M | 599 | $211,296 | 10y | - |
Flag exposure
61.9%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 (8)
Raw Schedule C names collapsed into NYHART.
- NYHART
- NYHART ACTUARIAL SERVICES
- NYHART ACTUARY AND EMPLOYEE BENEFIT
- NYHART COMPANY
- THE NYHART CO INC
- THE NYHART CO INC.
- THE NYHART CO. INC.
- THE NYHART COMPANY
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 NYHART'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 | 1 | 4.76% | 7.76% | -3.00 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 19.05% | 1.71% | +17.33 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 9.52% | 1.76% | +7.77 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 NYHART. 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).