Actuarial Benefits & Design Co.
other10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #3364 of mapped providers
Assets under administration$141M0.0%Market share · rank #6093
Fees received$30,614Median $7,106/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 Actuarial Benefits & Design Co. plan look like?
Service mix · median fees per plan
Count of plans where Actuarial Benefits & Design Co. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 2 | $13,850 | |
Contract AdministratorCode 13 | 1 | $2,340 | |
Other servicesCode 49 | 1 | $575 |
Competitor overlap
Percent of Actuarial Benefits & Design Co.'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 Actuarial Benefits & Design Co..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Actuarial Benefits & Design Co.; not this year.
| Sponsor | To | Assets |
|---|---|---|
HAMPTON ROADS ACADEMYVA · 540659912-001 | OSAIC Wealth | $16M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
J. H. FLETCHER & CO.WV · 550455959-001 | $62M | 366 | $15,828 | 10y | - |
HANTZMON WIEBEL LLPVA · 540618213-001 | $34M | 147 | $575 | 2y | - |
ANTON PAAR USA, INC.VA · 232432816-001 | $25M | 343 | $2,340 | 5y | 1 |
HOUFF TRANSFER, INC.VA · 540486013-001 | $19M | 135 | $11,871 | 4y | - |
Flag exposure
100.0%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 (10)
Raw Schedule C names collapsed into Actuarial Benefits & Design Co..
- A LETTER SERVICE, INC.
- A&M CAPITAL
- A+ LETTER SERVICE, INC.
- A+ LETTER SERVICE, INC..
- ACTUARIAL BENEFITS & DESIGN
- ACTUARIAL BENEFITS & DESIGN CO
- ACTUARIAL BENEFITS & DESIGN CO.
- ACTUARIAL BENEFITS & DESIGN CO. INC
- ACTUARIAL BENEFITS & DESIGN CO., IN
- ACTUARIAL BENEFITS & DESIGN COMPANY
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 Actuarial Benefits & Design Co.'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 | 1 | 25.00% | 1.76% | +23.24 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 Actuarial Benefits & Design Co.. 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 Actuarial Benefits & Design Co.'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 |
|---|---|---|
| Cetera Investment Advisers LLC | 1 | 25.0% |
| Morris & Wells Wealth Management | 1 | 25.0% |
| Northwestern Mutual Wealth Management | 1 | 25.0% |
| Wellth Advisory Services LLC | 1 | 25.0% |