YAMAMOTO CALIBOSO HETHERINGTON
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2261 of mapped providers
Assets under administration$729M0.0%Market share · rank #4531
Fees received$134,472Median $28,382/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 YAMAMOTO CALIBOSO HETHERINGTON plan look like?
Service mix · median fees per plan
Count of plans where YAMAMOTO CALIBOSO HETHERINGTON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 5 | $28,382 |
Competitor overlap
Percent of YAMAMOTO CALIBOSO HETHERINGTON'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 YAMAMOTO CALIBOSO HETHERINGTON.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under YAMAMOTO CALIBOSO HETHERINGTON; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF HAWAII LONGSHORE PENSION PLANHI · 990314293-001 | $430M | 1,452 | $57,463 | 3y | - |
BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUNDHI · 996025105-001 | $176M | 1,465 | $28,382 | 3y | - |
BOARD OF TRUSTEES OF HAWAII IRON WORKERS' ANNUITY TRUST FUNDHI · 990176931-001 | $57M | 1,434 | $31,251 | 2y | - |
BOARD OF TRUSTEES OF HAWAII TAPERS' ANNUITY TRUST FUNDHI · 990209408-001 | $51M | 388 | $8,616 | 3y | - |
BOARD OF TRUSTEE OF CARPET, LINOLEUM AND SOFT TILE LOCAL 1926HI · 990180872-002 | $16M | 255 | $8,760 | 3y | - |
Flag exposure
100.0%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 (3)
Raw Schedule C names collapsed into YAMAMOTO CALIBOSO HETHERINGTON.
- YAMAMOTO CALIBOSO HETHERINGTON
- YAMAMOTO, CALIBOSO & HETHERINGTON
- YAMAMOTO, CALIBOSO, & HETHERINGTON
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 YAMAMOTO CALIBOSO HETHERINGTON'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 | 0 | 0.00% | 1.71% | -1.71 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 YAMAMOTO CALIBOSO HETHERINGTON. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent