Adams Brown LLC
auditor16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8Rank #1914 of mapped providers
Assets under administration$222M0.0%Market share · rank #5551
Fees received$164,624Median $19,575/planSum across Schedule C direct + indirect
Net wins YoY+03 won · 3 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 Adams Brown LLC plan look like?
Service mix · median fees per plan
Count of plans where Adams Brown LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 3 | $13,400 | |
Investment advisory (plan); Investment management fees paid directly by plan; Investment advisory (participants); Investment management; Direct payment from the planCode 26 | 2 | $17,827 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $22,100 | |
Consulting (general)Code 16 | 1 | $19,658 | |
Direct payment from the plan; Investment managementCode 28 | 1 | $40,312 |
Competitor overlap
Percent of Adams Brown LLC'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 Adams Brown LLC.
| Sponsor | From | Assets |
|---|---|---|
HAMPEL ENTERPRISES, INC.KS · 843952470-001 | Empower | $19M |
TESSERE, INC.KS · 480793813-001 | Regier Carr & Monroe LLP | $13M |
LOWEN CORPORATIONKS · 480980607-001 | Mariner Retirement Advisors | $12M |
Plans lost in 2024
Appeared last year under Adams Brown LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | Wellington Group Holdings LLP | $891M |
NGK CERAMICS USA, INC.NC · 232528289-001 | Stifel Nicolaus & Company, Inc. | $45M |
UNIVERSAL PRODUCTS, INC.KS · 480883280-001 | Allan Biller and Associates | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HUTCHINSON CLINIC, P.A.KS · 480734011-002 | $134M | 800 | $19,492 | 2y | 2 |
HAMPEL ENTERPRISES, INC.KS · 843952470-001 | $19M | 334 | $13,400 | 1y | 1 |
FOOTE CATTLE COMPANY, LLCNE · 743106306-001 | $15M | 547 | $22,100 | 3y | 1 |
TESSERE, INC.KS · 480793813-001 | $13M | 196 | $19,658 | 1y | 1 |
LOWEN CORPORATIONKS · 480980607-001 | $12M | 240 | $40,312 | 1y | 1 |
FAMILY COUNSELING CENTER INC.MO · 431116734-001 | $12M | 1,124 | $20,100 | 4y | - |
SCHOLFIELD, INC.KS · 480992934-001 | $9M | 183 | $13,400 | 3y | 1 |
KANSAS ELKS TRAINING CENTER FOR THE HANDICAPPED, INC.KS · 480683499-001 | $7M | 157 | $16,162 | 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 (16)
Raw Schedule C names collapsed into Adams Brown LLC.
- AABI DBA ANN ARBOR STATE ADVISORS
- AACP TAX EXEMPT INV ERISA
- AACP TAX-EXEMPT INVESTORS IV, L.P.
- AARON DIAMON AIDS RESEARCH CENTER
- AARON H KIM
- AARON H. KIM
- AARON J SNIDER
- ADAMS BROWN
- ADAMS BROWN LLC
- ADAMS BROWN WEALTH CONSULTANTS
- ADAMS BROWN, LLC
- ADAMSBORWN WEALTH CONSULTANT
- ADAMSBROWN LLC
- ADAMSBROWN WEALTH CONSULTANTS
- ADAMSBROWN WEALTH CONSULTANTS, LLC
- ADAMSBROWN, LLC
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 Adams Brown LLC'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 | 1 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 75.00% | 1.76% | +73.24 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 Adams Brown LLC. 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 Adams Brown LLC'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 |
|---|---|---|
| Compass 360 LLC | 1 | 12.5% |
| The Finway Group | 1 | 12.5% |
| Intellicents Investment Solutions | 1 | 12.5% |
| Morningstar Investment Management | 1 | 12.5% |
| Pension Consultants Inc | 1 | 12.5% |