HORNOR TOWNSEND & KENT INC
35 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-2 YoYRank #813 of mapped providers
Assets under administration$388M0.0%Market share · rank #3950
Fees received$420,831Median $14,223/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 HORNOR TOWNSEND & KENT INC plan look like?
Service mix · median fees per plan
Count of plans where HORNOR TOWNSEND & KENT INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other commissionsCode 55 | 5 | $0 | |
Investment advisory (plan)Code 27 | 4 | $26,367 | |
Recordkeeping fees; Other fees; Other services; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 3 | $15,722 | |
Other services; Other feesCode 49 | 3 | $0 | |
Insurance servicesCode 23 | 1 | $0 | |
Other feesCode 99 | 1 | $27,622 |
Competitor overlap
Percent of HORNOR TOWNSEND & KENT 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 HORNOR TOWNSEND & KENT INC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUNDNY · 516106510-001 | BENESYS, INC. | $689M |
ADVENIR LIVING, LLCFL · 061536948-001 | WEALTH MANAGEMENT SYSTEMS INC | $5M |
PENN MUTUAL LIFE INSURANCE COMPANYPA · 230952300-010 | WILLIS TOWERS WATSON US LLC | $3M |
Plans lost in 2024
Appeared last year under HORNOR TOWNSEND & KENT INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
KNIGHTVEST MANAGEMENT, L.L.C.TX · 270878012-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $10M |
ADVOCAP, INC.WI · 391053365-001 | HORNER TOWNSEND & KENT INC | $7M |
ROOSEVELT MANAGEMENT COMPANY LLCNY · 262636907-001 | (new plan) | $60,178 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FRED BEANS FORD, INC.PA · 231982412-333 | $117M | 2,813 | $121,224 | 10y | 1 |
ACTIVE MEDIA SERVICES, INC.NY · 133242591-001 | $77M | 511 | $1,899 | 10y | 1 |
SEATS INCORPORATEDWI · 390847098-001 | $43M | 940 | $83,683 | 10y | - |
NATIONAL RETAIL SYSTEMS, INC.NJ · 222468341-002 | $41M | 825 | $55,244 | 10y | 1 |
MINTZER, SAROWITZ, ZERIS & WILLIS, PLLCPA · 934242766-001 | $24M | 204 | $35,000 | 1y | - |
ASEMBIA, LLCNJ · 201863446-001 | $18M | 564 | $39,655 | 2y | 1 |
DRA AMERICAS, INC.PA · 900997234-001 | $14M | 90 | $0 | 6y | - |
RGH AUTOMOTIVE, LLCPA · 474963154-002 | $13M | 274 | $17,734 | 8y | - |
HABBERSTAD MOTORSPORT, INC.NY · 112529490-001 | $12M | 237 | $26,749 | 5y | - |
JOLT CREDIT UNIONMI · 381544100-001 | $8M | 122 | $0 | 4y | 1 |
Flag exposure
75.0%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 (35)
Raw Schedule C names collapsed into HORNOR TOWNSEND & KENT INC.
- HORNER TWNSEND & KENT INC
- HORNOR TOWNEND & KENT
- HORNOR TOWNSEND & KENT
- HORNOR TOWNSEND & KENT INC
- HORNOR TOWNSEND & KENT INC,
- HORNOR TOWNSEND & KENT INC.
- HORNOR TOWNSEND & KENT LLC
- HORNOR TOWNSEND & KENT PC
- HORNOR TOWNSEND & KENT, INC
- HORNOR TOWNSEND & KENT, INC.
- HORNOR TOWNSEND & KENT, LLC
- HORNOR TOWNSEND AND KENT
- HORNOR TOWNSEND AND KENT INC
- HORNOR TOWNSEND AND KENT LLC
- HORNOR TOWNSEND KENT INC
- HORNOR TOWNSEND KENT INC.
- HORNOR TOWNSEND KENT, INC.
- HORNOR TOWNSEND&KENT INC
- HORNOR TOWNSENT & KENT INC
- HORNOR TOWNSHEND & KENT
- HORNOR TOWSEND & KENT
- HORNOR, TOWNSEND & KENT
- HORNOR, TOWNSEND & KENT, INC
- HORNOR, TOWNSEND & KENT, INC (HTK)
- HORNOR, TOWNSEND & KENT, 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 HORNOR TOWNSEND & KENT 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 | 1 | 6.25% | 7.76% | -1.51 pp |
| Fidelity bond gap | 1 | 6.25% | 26.94% | -20.69 pp |
| Late contributions | 1 | 6.25% | 1.71% | +4.54 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 43.75% | 1.76% | +41.99 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 HORNOR TOWNSEND & KENT 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