Rhumblin Advisers
advisor43 known aliases resolved via the canonical alias map
Market position · 2024
Plans served51-1 YoYRank #387 of mapped providers
Assets under administration$91.3B0.1%Market share · rank #173
Fees received$2MMedian $22,773/planSum across Schedule C direct + indirect
Net wins YoY-43 won · 7 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 Rhumblin Advisers plan look like?
Service mix · median fees per plan
Count of plans where Rhumblin Advisers 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 | 35 | $22,773 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 3 | $38,610 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 3 | $8,860 | |
Investment management fees paid directly by planCode 51 | 3 | $8,803 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 21 | 2 | $23,943 | |
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $26,008 | |
Other fees; Direct payment from the planCode 50 | 2 | $20,513 | |
Plan AdministratorCode 14 | 1 | $69,500 |
Competitor overlap
Percent of Rhumblin Advisers'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 Rhumblin Advisers.
| Sponsor | From | Assets |
|---|---|---|
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | M. SCADUTO | $1.6B |
LEAR CORPORATIONMI · 133386776-001 | Brandes Investment Partners | $189M |
BOARD OF TRUSTEE M.S.S.A.-I.L.A. PENSION PLANAL · 630785888-001 | TANIA WILLIAMS-JORDAN | $59M |
Plans lost in 2024
Appeared last year under Rhumblin Advisers; not this year.
| Sponsor | To | Assets |
|---|---|---|
HORMEL FOODS CORPORATIONMN · 410319970-001 | Curcio Webb, LLC | $880M |
HOWARD UNIVERSITYDC · 530204707-001 | PIMCO | $602M |
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PAPA · 251283169-001 | TONI DICLEMENTE | $281M |
INTERSTATE POWER AND LIGHT COMPANYWI · 420331370-001 | WTW | $273M |
WISCONSIN POWER & LIGHT COMPANYWI · 390714890-002 | WTW | $243M |
ALLIANT ENERGY CORPORATE SERVICESWI · 391914946-001 | Parametric Portfolio Associates | $232M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $159,080 | 10y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $68,652 | 8y | - |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946277608-001 | $5.5B | 44,826 | $35,664 | 1y | - |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $17,114 | 4y | 1 |
MARS, INCORPORATEDNJ · 221594774-001 | $5.1B | 26,885 | $10,902 | 4y | - |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUNDMA · 042776873-001 | $3.8B | 23,724 | $65,038 | 10y | - |
UNITED AIRLINES, INC.TX · 742099724-010 | $3.5B | 35,548 | $17,995 | 6y | - |
AMERICAN INTERNATIONAL GROUP, INC.NY · 132592361-002 | $3.1B | 39,221 | $29,582 | 7y | - |
BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' PENSION FUNDMA · 046128298-001 | $2.5B | 22,433 | $38,309 | 10y | - |
CHARTER COMMUNICATIONS, INC.NC · 841496755-001 | $2.3B | 34,730 | $187 | 2y | - |
Flag exposure
96.1%Market: 89.1%
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 (43)
Raw Schedule C names collapsed into Rhumblin Advisers.
- HBKW
- HBL CPAS, PC
- HBLA
- HBLA CERTIFIED PUBLIC ACCOUNTANTS I
- HBLA CPAS INC
- HBLA, CERTIFIED PUBLIC ACCOUNTANTS
- HBLA, CERTIFIED PUBLIC ACCOUNTANTS,
- HBLA, CPAS, INC.
- HBPA
- HBW ADVISORS
- HBW ADVISORY SERVICES
- HC ADVISORS LLC
- HCA CONSULTING GROUP
- HCE RETIREMENT SERVICES
- HCFL
- HCI-EBS, INC.
- RHUMBLINE
- RHUMBLINE ADVISER
- RHUMBLINE ADVISERS
- RHUMBLINE ADVISERS CORP
- RHUMBLINE ADVISERS CORP.
- RHUMBLINE ADVISERS LIMITED CORPORAT
- RHUMBLINE ADVISERS LIMITED PARTNER
- RHUMBLINE ADVISERS LIMITED PARTNERS
- RHUMBLINE ADVISERS LMTD PARTNERSHIP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Rhumblin Advisers'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 | 2 | 3.92% | 7.76% | -3.84 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 1.96% | 1.71% | +0.25 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 7.84% | 1.76% | +6.08 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 Rhumblin Advisers. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Rhumblin Advisers's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Groom Law Group, Chartered | 4 | 7.8% |
| Abato, Rubenstein & Abato, P.A. | 3 | 5.9% |
| Mooney, Green, Baker & Saidon PC | 3 | 5.9% |
| Morgan Lewis & Bockius LLP | 3 | 5.9% |
| O'Reilly Grosso Gross & Jones PC | 3 | 5.9% |
| Bredhoff & Kaiser PLLC | 2 | 3.9% |
| Bullivant Houser Bailey | 2 | 3.9% |
| Corrente Law Corp | 2 | 3.9% |
| LOCKE LORD LLP | 2 | 3.9% |
| Roberts & Holland LLP | 2 | 3.9% |