AAFCPAS, INC.
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16+8 YoYRank #1041 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3461
Fees received$281,155Median $16,500/planSum across Schedule C direct + indirect
Net wins YoY+69 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 AAFCPAS, INC. plan look like?
Service mix · median fees per plan
Count of plans where AAFCPAS, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 15 | $16,000 | |
Direct payment from the planCode 50 | 1 | $19,000 |
Competitor overlap
Percent of AAFCPAS, 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 AAFCPAS, INC..
| Sponsor | From | Assets |
|---|---|---|
HARTE-HANKS, INC.MA · 741677284-005 | MERRILL LYNCH PIERCE FENNER & SMITH | $149M |
COMMONWEALTH CARE ALLIANCEMA · 043756900-002 | (new plan) | $128M |
FENWAY COMMUNITY HEALTH CENTER, INC.MA · 042510564-002 | PRINCIPAL LIFE INSURANCE COMPANY | $70M |
REGIS COLLEGEMA · 042104451-001 | MAYFLOWER FINANCIAL ADVISORS, LLC | $67M |
HOLLINGSWORTH & VOSE COMPANYMA · 041446700-009 | FIDELITY INVESTMENTS INSTITUTIONAL | $33M |
ST. THOMAS SCHOOLWA · 910840110-002 | TIAA | $17M |
HUDSON VALLEY STAFF, LTD. DBA ACADIA HRNY · 141725479-001 | COMPASS 360, LLC | $8M |
THE HILSINGER COMPANYMA · 810608730-001 | FORVIS, LLP | $4M |
COGITO CORPORATION, INC.MA · 205612740-001 | BENEFIT PLANS ADMIN SERVICES, INC. | $0 |
Plans lost in 2024
Appeared last year under AAFCPAS, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
SANOFI-AVENTIS US LLCNJ · 364406953-005 | T ROWE PRICE RPS INC | $7.8B |
GREATER LAWRENCE FAMILY HEALTH CENTER, INC.MA · 042708824-002 | LINCOLN NATIONAL CORPORATION | $49M |
PINE STREET INN, INC.MA · 042516093-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $23M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INFORMA USA, INC.NY · 042991330-001 | $763M | 6,744 | $21,000 | 3y | 2 |
MUSEUM OF FINE ARTSMA · 042103607-002 | $208M | 1,301 | $31,500 | 5y | - |
HARTE-HANKS, INC.MA · 741677284-005 | $149M | 1,405 | $19,000 | 1y | - |
COMMONWEALTH CARE ALLIANCEMA · 043756900-002 | $128M | 2,062 | $17,000 | 1y | 1 |
MARINE BIOLOGICAL LABORATORYMA · 042104690-003 | $70M | 753 | $10,750 | 6y | - |
REGIS COLLEGEMA · 042104451-001 | $67M | 830 | $10,245 | 1y | - |
BEAVER COUNTRY DAY SCHOOL, INC.MA · 042103869-001 | $52M | 357 | $21,257 | 3y | - |
JUDGE BAKER CHILDREN'S CENTERMA · 042103860-001 | $49M | 725 | $15,700 | 1y | - |
MARINE BIOLOGICAL LABORATORYMA · 042104690-002 | $45M | 589 | $9,404 | 6y | - |
HOLLINGSWORTH & VOSE COMPANYMA · 041446700-009 | $33M | 359 | $15,695 | 1y | 1 |
Flag exposure
62.5%Market: 89.2%
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 (6)
Raw Schedule C names collapsed into AAFCPAS, INC..
- AAFCPA
- AAFCPAS
- AAFCPAS INC
- AAFCPAS, INC
- AAFCPAS, INC.
- AAFCPS, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 AAFCPAS, 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 | 1 | 6.25% | 7.76% | -1.51 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 18.75% | 1.71% | +17.04 pp |
| Failed to provide benefit | 1 | 6.25% | 0.14% | +6.11 pp |
| Corrective distributions | 2 | 12.50% | 1.76% | +10.74 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 AAFCPAS, 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
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).