ACCLARO VALUATION ADVISORS
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-1 YoYRank #2102 of mapped providers
Assets under administration$11.1B0.0%Market share · rank #1114
Fees received$468,746Median $13,000/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 ACCLARO VALUATION ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where ACCLARO VALUATION ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Valuation (appraisals, etc.); Direct payment from the planCode 34 | 4 | $13,250 | |
Other fees; Accounting (including auditing)Code 10 | 1 | $11,355 | |
Consulting (general)Code 16 | 1 | $395,715 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $8,176 |
Competitor overlap
Percent of ACCLARO VALUATION ADVISORS'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 ACCLARO VALUATION ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
PROVIDENCE HEALTH & SERVICESWA · 510216586-010 | Seven Simple Machines | $10.1B |
Plans lost in 2024
Appeared last year under ACCLARO VALUATION ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
LAMP RYNEARSON, INC.NE · 470444321-001 | Security National Bank | $21M |
PARAMOUNT EXPORT COMPANYCA · 941424927-002 | (new plan) | $13M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PROVIDENCE HEALTH & SERVICESWA · 510216586-010 | $10.1B | 119,632 | $395,715 | 1y | 2 |
SEYFARTH SHAW LLPIL · 362152202-004 | $926M | 2,908 | $8,176 | 4y | 2 |
J.D. STEEL CO., INC.AZ · 860226433-004 | $49M | 326 | $12,000 | 2y | - |
7G DISTRIBUTING, LLCIA · 272050486-001 | $30M | 236 | $11,355 | 3y | - |
PRO FOOD SYSTEMS, INC.MO · 431821151-003 | $19M | 284 | $15,000 | 6y | - |
PROPELLER, INC.OR · 455286846-002 | $8M | 218 | $13,500 | 4y | - |
FIRST RATE EXCAVATE, INC.SD · 460366927-002 | $7M | 122 | $13,000 | 4y | - |
Flag exposure
85.7%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 (7)
Raw Schedule C names collapsed into ACCLARO VALUATION ADVISORS.
- 7G DISTRIBUTING, LLC
- 7SM
- 7SUMMIT ADVISORS LLC
- ACCLARO ADVISORS
- ACCLARO VALUATION
- ACCLARO VALUATION ADVISORS
- ACCLERO VALUATION ADVISORS
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 ACCLARO VALUATION ADVISORS'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 | 2 | 28.57% | 1.71% | +26.86 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 28.57% | 1.76% | +26.81 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 ACCLARO VALUATION ADVISORS. 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 ACCLARO VALUATION ADVISORS'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 |
|---|---|---|
| Eide Bailly LLP | 2 | 28.6% |
| Clark Nuber PS | 1 | 14.3% |
| Jones & Roth, P.C. | 1 | 14.3% |