Filings through .
Aafcpas, Inc.
Matched across 10 name variants in the filings
Aafcpas, Inc. summary
Aafcpas, Inc. appears on 24 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.0B in assets for 18,411 participants. The median client plan holds $40.0M. Most client plans are sponsored in MA, NY and NH. The largest clients by plan assets are Informa USA, Inc., Museum of Fine Arts and Harte-Hanks, Inc.. Plans reported $662K in direct and indirect compensation paid to Aafcpas, Inc.. The median is $18K per plan.
- Participants
- 18,411
- Median plan assets
- $40.0M
- Median plan participants
- 456
- Median fees per plan
- $18K
- Schedule C direct + indirect
Top 24 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Informa USA, Inc. | NY | $860M | 6,634 |
| Museum of Fine Arts | MA | $230M | 1,310 |
| Harte-Hanks, Inc., plan 005 | MA | $154M | 1,238 |
| Hollingsworth & Vose Company | MA | $129M | 838 |
| Marine Biological Laboratory, plan 003 | MA | $76.0M | 744 |
| Steinway Musical Instruments, Inc., plan 002 | NY | $60.1M | 1,270 |
| Steinway Musical Instruments, Inc., plan 001 | NY | $56.1M | 267 |
| The New England College of Optometry | MA | $54.7M | 426 |
| Beaver Country Day School, Inc. | MA | $51.5M | 357 |
| Marine Biological Laboratory, plan 002 | MA | $49.0M | 581 |
| Judge Baker Children's Center | MA | $48.7M | 725 |
| Conn-Selmer, Inc. | IN | $43.7M | 915 |
| Belletetes, Inc | NH | $36.4M | 337 |
| Greater Boston Legal Services, Inc. | MA | $35.1M | 258 |
| Harte Hanks, Inc., plan 002 | MA | $33.5M | 492 |
| Pierce Aluminum Co., Inc. | MA | $24.8M | 211 |
| St. Thomas School | WA | $19.7M | 194 |
| Hudson Valley Staff, Ltd. Dba Acadia HR | NY | $11.2M | 310 |
| Stanley Street Treatment and Resources, Inc. | MA | $11.1M | 486 |
| Pathlight, Inc. | MA | $11.0M | 534 |
| Guidehealth LLC | TX | $9.2M | 284 |
| Commonwealth Care Alliance | MA | $0 | 0 |
| New Hampshire Lodging & Restaurant Association (Nhrla) | NH | $0 | 0 |
| Cogito Corporation, Inc. | MA | $0 | 0 |
- Informa USA, Inc.$860MNYParticipants 6,634
- Museum of Fine Arts$230MMAParticipants 1,310
- MAParticipants 1,238
- MAParticipants 838
- MAParticipants 744
- NYParticipants 1,270
- NYParticipants 267
- MAParticipants 426
- MAParticipants 357
- MAParticipants 581
- MAParticipants 725
- Conn-Selmer, Inc.$43.7MINParticipants 915
- Belletetes, Inc$36.4MNHParticipants 337
- MAParticipants 258
- MAParticipants 492
- MAParticipants 211
- St. Thomas School$19.7MWAParticipants 194
- NYParticipants 310
- MAParticipants 486
- Pathlight, Inc.$11.0MMAParticipants 534
- Guidehealth LLC$9.2MTXParticipants 284
- MAParticipants 0
- NHParticipants 0
- MAParticipants 0
Top client states
- MA15 plans
- NY4 plans
- NH2 plans
- IN1 plan
- TX1 plan
Frequently asked questions
- Who uses Aafcpas, Inc.?
- 24 retirement plans list Aafcpas, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Informa USA, Inc., Museum of Fine Arts, Harte-Hanks, Inc., Hollingsworth & Vose Company and Marine Biological Laboratory. Most client plans are sponsored in MA, NY and NH.
- How many plans does Aafcpas, Inc. serve?
- Aafcpas, Inc. serves 24 retirement plans with $2.0B in plan assets and 18,411 participants, based on the latest Form 5500 filings through 2024.
- What does Aafcpas, Inc. charge?
- Plans reported $662K in total Schedule C compensation paid to Aafcpas, Inc.. The median plan paid $18K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served24+16 YoYRank #1023 of mapped providers
Assets under administration$2.0B0.0%Rank #3849 by share of filed assets
Fees received$662,054Median $18,000/planSum across Schedule C direct + indirect
Net wins YoY+710 won - 3 lostPlan-level switch detection
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