Rockland Trust Company
custodian11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served31+2 YoYRank #603 of mapped providers
Assets under administration$618M0.0%Market share · rank #4338
Fees received$900,512Median $19,878/planSum across Schedule C direct + indirect
Net wins YoY+15 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 Rockland Trust Company plan look like?
Service mix · median fees per plan
Count of plans where Rockland Trust Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 12 | $22,075 | |
Trustee (bank, trust company, or similar financial institution); Other services; Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 6 | $20,644 | |
Other feesCode 99 | 5 | $11,521 | |
Consulting (general)Code 16 | 3 | $19,878 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 3 | $33,233 | |
Investment management; Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $173,326 | |
Investment management fees paid directly by planCode 51 | 1 | $15,807 |
Competitor overlap
Percent of Rockland Trust Company'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 Rockland Trust Company.
| Sponsor | From | Assets |
|---|---|---|
PRIMO MEDICAL GROUP, INC.MA · 042224896-002 | Transamerica | $18M |
VACUUM TECHNOLOGY ASSOCIATES INCMA · 522150755-001 | (new plan) | $14M |
HEALTH IMPERATIVES, INC.MA · 042609177-001 | MassMutual Life Insurance Company | $8M |
ELLIOTT PHYSICAL THERAPY INCMA · 464425876-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under Rockland Trust Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
SEACHANGE INTERNATIONAL, INC.MA · 043197974-001 | Global Retirement Partners LLC | $28M |
CHARLES RIVER APPAREL, INC.MA · 043283819-001 | (new plan) | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MORRISON MAHONEY LLPMA · 042262762-001 | $93M | 319 | $30,000 | 6y | - |
RUBIN AND RUDMAN LLPMA · 042202844-001 | $67M | 219 | $40,000 | 2y | - |
BROCKTON HOSPITAL, INC.MA · 222472997-001 | $56M | 349 | $76,223 | 10y | - |
PLUMBERS' SUPPLY COMPANYMA · 041733280-001 | $46M | 331 | $64,317 | 10y | - |
LIGHTHOUSE SCHOOL, INC.MA · 042939326-003 | $32M | 220 | $173,326 | 5y | - |
TPG COMPANIES, INC.RI · 204021766-001 | $28M | 249 | $26,792 | 6y | - |
HUMAN SERVICES MANAGEMENT CORP INCMA · 043082246-001 | $27M | 1,067 | $17,500 | 4y | - |
GENERAL SHEET METAL CO., INC.MA · 042220499-001 | $27M | 171 | $25,000 | 10y | - |
LENOX HOSPITALITY SERVICES, INC.RI · 830414008-001 | $26M | 1,818 | $32,792 | 6y | 2 |
NORTHEAST ARC, INC.MA · 042232416-001 | $26M | 636 | $0 | 8y | - |
Flag exposure
90.3%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 (11)
Raw Schedule C names collapsed into Rockland Trust Company.
- HERMANS & ASSOCIATES CPAS
- HERMANS & ASSOCIATES, CPA'S, S.C.
- HERMANS & ASSOCIATES, CPAS SC
- HERMES INVESTMENT MGMT INC.
- HERMES INVESTMENT MGT LTD
- ROCKLAND TRUST
- ROCKLAND TRUST 04-1782600 99 SERVIC
- ROCKLAND TRUST CO
- ROCKLAND TRUST CO.
- ROCKLAND TRUST COMPANY
- ROCKLAND TRUST GROUP
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 Rockland Trust Company'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 | 3.23% | 7.76% | -4.54 pp |
| Fidelity bond gap | 4 | 12.90% | 26.94% | -14.04 pp |
| Late contributions | 6 | 19.35% | 1.71% | +17.64 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 25.81% | 1.76% | +24.05 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 Rockland Trust Company. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Rockland Trust Company'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 |
|---|---|---|
| The Angell Pension Group Inc. | 7 | 22.6% |
| UBS Global Asset Management | 2 | 6.5% |
| Strategic Advisers | 1 | 3.2% |
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).