Aldrich Advisors
advisor17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+3 YoYRank #1455 of mapped providers
Assets under administration$706M0.0%Market share · rank #4214
Fees received$177,529Median $15,488/planSum across Schedule C direct + indirect
Net wins YoY+34 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 Aldrich Advisors plan look like?
Service mix · median fees per plan
Count of plans where Aldrich Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; Accounting (including auditing)Code 10 | 9 | $16,276 | |
Consulting (general)Code 16 | 1 | $9,450 | |
Other services; Direct payment from the planCode 49 | 1 | $6,880 |
Competitor overlap
Percent of Aldrich 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 Aldrich Advisors.
| Sponsor | From | Assets |
|---|---|---|
ORGANICALLY GROWN COMPANY, INC.OR · 930838216-001 | Anderson Fisher LLC | $22M |
APCON, INC.OR · 931166552-001 | AKT LLP | $16M |
GEM EQUIPMENT OF OREGON, INCOR · 930572107-001 | Fidelity Investments | $11M |
ROWAN, INCORPORATEDCA · 330788307-001 | Vanguard | $6M |
Plans lost in 2024
Appeared last year under Aldrich Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
MOORE EXCAVATION, INC.OR · 930583943-001 | The Retirement Plan Company | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMERICAN AXLE & MANUFACTURING, INC.MI · 383138388-001 | $270M | 4,972 | $6,880 | 5y | - |
UKPEAGVIK INUPIAT CORPORATIONAK · 920044212-001 | $212M | 4,613 | $25,668 | 5y | 2 |
COOP SHARED SERVICES, LLCID · 814228205-001 | $99M | 2,772 | $21,000 | 8y | - |
R&H CONSTRUCTION CO.OR · 930770104-002 | $32M | 235 | $20,212 | 5y | 2 |
ORGANICALLY GROWN COMPANY, INC.OR · 930838216-001 | $22M | 359 | $9,450 | 1y | - |
CASS CONSTRUCTION, INC.CA · 952904966-003 | $19M | 242 | $10,750 | 6y | 1 |
APCON, INC.OR · 931166552-001 | $16M | 143 | $15,488 | 1y | - |
HUGHES GENERAL CONTRACTORSUT · 030403856-001 | $14M | 345 | $13,650 | 2y | 1 |
GEM EQUIPMENT OF OREGON, INCOR · 930572107-001 | $11M | 173 | $11,025 | 1y | 1 |
ROWAN, INCORPORATEDCA · 330788307-001 | $6M | 252 | $27,130 | 3y | - |
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 (17)
Raw Schedule C names collapsed into Aldrich Advisors.
- ACRO INCORPORATED
- ACRO SERVICE CORP
- ACRO SERVICE CORPORATION
- ACRO TEMPORARY SERVICES
- ACRONIS INC
- ALDRICH ADVISORS
- ALDRICH CPA AND ADVISORS
- ALDRICH CPA'S
- ALDRICH CPA'S AND ADVISORS LLP
- ALDRICH CPAS
- ALDRICH CPAS & ADVISORS LLP
- ALDRICH CPAS + ADVISORS
- ALDRICH CPAS ADVISORS LLP
- ALDRICH CPAS AND ADVISOR
- ALDRICH CPAS AND ADVISORS
- ALDRICH CPAS AND ADVISORS LLP
- ALDRICH CPAS AND ADVISORS, LLP
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 Aldrich 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 | 4 | 36.36% | 1.71% | +34.65 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 27.27% | 1.76% | +25.51 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 Aldrich 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 Aldrich 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 |
|---|---|---|
| DYKEMA GOSSETT PLLC | 1 | 9.1% |