KKR & Co. Inc.
advisor24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11Rank #1320 of mapped providers
Assets under administration$24.7B0.0%Market share · rank #578
Fees received$6MMedian $50,001/planSum across Schedule C direct + indirect
Net wins YoY+11 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 KKR & Co. Inc. plan look like?
Service mix · median fees per plan
Count of plans where KKR & Co. Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 6 | $159,338 | |
LegalCode 29 | 2 | $33,251 | |
Other fees; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 1 | $0 | |
Finders' fees / placement fees; Consulting (general)Code 16 | 1 | $50,001 | |
Other fees; Other servicesCode 49 | 1 | $0 |
Competitor overlap
Percent of KKR & Co. 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 KKR & Co. Inc..
| Sponsor | From | Assets |
|---|---|---|
NEXTERA ENERGY, INC.FL · 592449419-001 | Mackay Shields LLC | $5.3B |
Plans lost in 2024
Appeared last year under KKR & Co. Inc.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $4M | 7y | - |
NEXTERA ENERGY, INC.FL · 592449419-001 | $5.3B | 29,209 | $577,507 | 9y | - |
OHIO OPERATING ENGINEERS PENSION PLANOH · 316129968-001 | $3.6B | 19,523 | $456,310 | 2y | - |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | $3.0B | 8,907 | $65,668 | 3y | - |
TRANSAMERICA CORPORATIONIA · 421484983-002 | $2.2B | 29,045 | $34,616 | 9y | - |
D & H CORPORATE GROUP INC.PA · 882009462-002 | $314M | 1,631 | $0 | 3y | - |
NEW ENGLAND BAKERY DRIVERS AND ITS MEMBER LOCAL UNIONSNH · 222930352-001 | $67M | 8,191 | $50,130 | 5y | 1 |
ITN HOLDINGS, LLCNY · 205236050-002 | $66M | 248 | $50,001 | 8y | - |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 112 PENSION PLANNY · 166052226-001 | $41M | 505 | $0 | 3y | - |
GSC-ILA LOCAL 1303 PENSION PLANMS · 636053263-001 | $39M | 433 | $16,372 | 4y | - |
Flag exposure
90.9%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 (24)
Raw Schedule C names collapsed into KKR & Co. Inc..
- DULCE M GARCIA
- DUMAINE INVESTMENTS LLC
- DUMMER LAW GROUP, PLLC
- DUMONT & BLAKE INVESTMENT ADVISORS
- DUMONT, MORRIS AND BURKE, PC
- DUMONT, MORRIS, AND BURKE, PC
- DUNBAR ARMORED, INC.
- KKR & CO. INC.
- KKR & CO. L.P
- KKR 2006
- KKR AMERICA XII
- KKR CREDIT ADVISORS LLC
- KKR CREDIT OPPORTUNITIES PORTFOLIO
- KKR DIVERSIFIED CORE INFRASTRUCTURE
- KKR EUROPEAN FUND IV
- KKR FUNDS
- KKR LENDING PARTNERS
- KKR LENDING PARTNERS II
- KKR LENDING PARTNERS II LP
- KKR LENDING PARTNERS III LP
- KKR NORTH AMERICA
- KKR PRISMA
- KKR SPECIAL SITUATION FEEDER II
- KKR SPECIAL SITUATION FEEDER II LP
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 KKR & Co. 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 | 1 | 9.09% | 26.94% | -17.85 pp |
| Late contributions | 1 | 9.09% | 1.71% | +7.38 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 KKR & Co. 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 KKR & Co. 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 |
|---|---|---|
| Beins Axelrod PC | 1 | 9.1% |
| Fredrikson & Byron PA | 1 | 9.1% |
| Groom Law Group, Chartered | 1 | 9.1% |
| Kalifeh Bedsole Adams PC | 1 | 9.1% |
| Katz Teller Brant & Hild | 1 | 9.1% |
| Morgan Lewis & Bockius LLP | 1 | 9.1% |
| Parker Brown Macaulay & Sheerin | 1 | 9.1% |
| Proskauer Rose LLP | 1 | 9.1% |
| Robein, Urann, Spencer & Picard | 1 | 9.1% |
| Vorys Sater Seymour and Pease LLP | 1 | 9.1% |