KBF CPAs LLP
auditor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16+5 YoYRank #1048 of mapped providers
Assets under administration$6.4B0.0%Market share · rank #1641
Fees received$268,000Median $17,000/planSum across Schedule C direct + indirect
Net wins YoY+55 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 KBF CPAs LLP plan look like?
Service mix · median fees per plan
Count of plans where KBF CPAs LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 16 | $17,000 |
Competitor overlap
Percent of KBF CPAs LLP'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 KBF CPAs LLP.
| Sponsor | From | Assets |
|---|---|---|
XPO LOGISTICS, INC.OR · 030450326-001 | Fidelity Investments | $715M |
GXO ENTERPRISE SERVICES, LLCCT · 862098312-001 | Fidelity Investments | $438M |
PACIFIC UNIVERSITYOR · 930386892-001 | TIAA | $243M |
BOWFLEX INC.WA · 943002667-001 | Resources Investment Advisors | $22M |
ACT-ON SOFTWARE, INC.OR · 204971292-002 | Cedar Mountain Advisors | $14M |
Plans lost in 2024
Appeared last year under KBF CPAs LLP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
QORVO US, INC.OR · 953654013-003 | $1.2B | 6,346 | $17,500 | 7y | 2 |
LITHIA MOTORS, INC.OR · 930572810-003 | $1.0B | 30,021 | $25,000 | 6y | 1 |
ST. CHARLES HEALTH SYSTEM, INC.OR · 930602940-001 | $744M | 6,419 | $17,500 | 3y | 2 |
XPO LOGISTICS, INC.OR · 030450326-001 | $715M | 21,537 | $15,000 | 3y | 1 |
SAMARITAN HEALTH SERVICESOR · 930951989-001 | $703M | 7,801 | $18,500 | 3y | - |
GXO ENTERPRISE SERVICES, LLCCT · 862098312-001 | $438M | 23,412 | $28,000 | 1y | - |
SAMARITAN HEALTH SERVICESOR · 930951989-002 | $321M | 6,559 | $17,000 | 3y | - |
OREGON TOOL, INC.OR · 630593908-006 | $295M | 1,832 | $17,000 | 2y | 1 |
PACIFIC UNIVERSITYOR · 930386892-001 | $243M | 2,070 | $18,000 | 1y | - |
LATTICE SEMICONDUCTOR CORPORATIONOR · 930835214-001 | $203M | 736 | $15,500 | 7y | - |
Flag exposure
81.3%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 (9)
Raw Schedule C names collapsed into KBF CPAs LLP.
- KBF
- KBF CERTIFIED PUBLIC ACCOUNTANTS
- KBF CPA LLP
- KBF CPA'S LLP
- KBF CPAS
- KBF CPAS - AUDIT, LLP
- KBF CPAS LLC
- KBF CPAS LLP
- KBFALK, PLLC
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 KBF CPAs LLP'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 | 4 | 25.00% | 0.14% | +24.86 pp |
| Corrective distributions | 5 | 31.25% | 1.76% | +29.49 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 KBF CPAs LLP. 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 KBF CPAs LLP'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 |
|---|---|---|
| Strategic Advisers | 5 | 31.3% |
| R.V. Kuhns & Associates, Inc. | 2 | 12.5% |
| Cedar Mountain Advisors | 1 | 6.3% |
| Deschutes Investment Consulting | 1 | 6.3% |
| HYAS Group | 1 | 6.3% |
| Mercer | 1 | 6.3% |
| NFP | 1 | 6.3% |
| OneDigital Topco LLC | 1 | 6.3% |
| Prudent Investor Advisors LLC | 1 | 6.3% |
| Resources Investment Advisors | 1 | 6.3% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).