Aksia LLC
advisor4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+3 YoYRank #3337 of mapped providers
Assets under administration$9.9B0.0%Market share · rank #1211
Fees received$423,341Median $56,505/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 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 Aksia LLC plan look like?
Service mix · median fees per plan
Count of plans where Aksia LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (pension)Code 17 | 2 | $195,076 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $21,010 | |
Investment managementCode 28 | 1 | $12,180 |
Competitor overlap
Percent of Aksia 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 Aksia LLC.
| Sponsor | From | Assets |
|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | Magnitude Capital, LLC | $3.4B |
NORTHWELL HEALTH, INC.NY · 113418133-006 | Harding Loevner | $2.8B |
PRINCIPAL FINANCIAL GROUP, INC.IA · 421520346-005 | Principal | $1.5B |
Plans lost in 2024
Appeared last year under Aksia LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $92,000 | 9y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $12,180 | 1y | - |
MICHELIN NORTH AMERICA, INCSC · 111724631-010 | $2.2B | 18,855 | $298,151 | 5y | - |
PRINCIPAL FINANCIAL GROUP, INC.IA · 421520346-005 | $1.5B | 18,478 | $21,010 | 1y | - |
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 (4)
Raw Schedule C names collapsed into Aksia LLC.
- ACCUITY ADVISORS AND CPAS
- ACCUMAIL INC
- AKSIA
- AKSIA 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 Aksia 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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 Aksia 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 Aksia 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 |
|---|---|---|
| Barlow Coughran Morales & Josephson | 1 | 25.0% |
| Morgan Lewis & Bockius LLP | 1 | 25.0% |
| Seyfarth Shaw LLP | 1 | 25.0% |
| Stoel Rives LLP | 1 | 25.0% |