Atessa Benefits, Inc.
advisor3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+2 YoYRank #2003 of mapped providers
Assets under administration$53.5B0.1%Market share · rank #296
Fees received$96,088Median $6,601/planSum across Schedule C direct + indirect
Net wins YoY+25 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 Atessa Benefits, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Atessa Benefits, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (general)Code 16 | 4 | $7,051 | |
Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 10 | 1 | $5,971 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping feesCode 15 | 1 | $49,095 | |
Other servicesCode 49 | 1 | $6,601 |
Competitor overlap
Percent of Atessa Benefits, Inc.'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 Atessa Benefits, Inc..
| Sponsor | From | Assets |
|---|---|---|
THERMO FISHER SCIENTIFIC INC.PA · 042209186-001 | T. Rowe Price | $10.3B |
THERMO FISHER SCIENTIFIC INC.PA · 042209186-100 | Aon | $894M |
Plans lost in 2024
Appeared last year under Atessa Benefits, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
GE CAPITAL US HOLDINGS, INC.CT · 474432326-004 | Aon | $220M |
GE AVIATION SYSTEMS LLCOH · 382733944-003 | Ivins, Phillips & Barker | $26M |
GE AVIATION SYSTEMS LLCOH · 382733944-004 | State Street | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACEOH · 140689340-333 | $19.0B | 118,868 | $6,601 | 1y | - |
GE HEALTHCARE TECHNOLOGIES INC.IL · 882515116-001 | $13.7B | 93,650 | $5,971 | 1y | - |
THERMO FISHER SCIENTIFIC INC.PA · 042209186-001 | $10.3B | 72,605 | $6,101 | 1y | 2 |
ROPCOR, INC.NY · 611399608-001 | $8.9B | 51,368 | $5,995 | 1y | - |
THERMO FISHER SCIENTIFIC INC.PA · 042209186-100 | $894M | 15,595 | $8,000 | 5y | - |
NEWELL OPERATING COMPANYGA · 361953130-001 | $635M | 11,348 | $14,325 | 6y | - |
VIAD CORPCO · 591008863-015 | $9M | 473 | $49,095 | 10y | - |
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 (3)
Raw Schedule C names collapsed into Atessa Benefits, Inc..
- ATESSA BENEFITS
- ATESSA BENEFITS INC.
- ATESSA BENEFITS, INC.
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 Atessa Benefits, Inc.'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 | 1 | 14.29% | 0.14% | +14.15 pp |
| Corrective distributions | 1 | 14.29% | 1.76% | +12.53 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 Atessa Benefits, Inc.. 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 Atessa Benefits, Inc.'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 |
|---|---|---|
| Baker & Hostetler LLP | 2 | 28.6% |
| Fisher & Phillips LLP | 1 | 14.3% |