AKSIA LLC
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+4 YoYRank #2126 of mapped providers
Assets under administration$21.4B0.0%Market share · rank #607
Fees received$697,843Median $92,000/planSum across Schedule C direct + indirect
Net wins YoY+44 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 AKSIA LLC plan look like?
Service mix · median fees per plan
Count of plans where AKSIA LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (pension); Direct payment from the planCode 17 | 2 | $195,076 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $274,502 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $21,010 | |
Investment managementCode 28 | 1 | $12,180 |
Competitor overlap
Percent of AKSIA LLC'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 AKSIA LLC.
| Sponsor | From | Assets |
|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | CLOUDBERRY CREATIVE, INC. | $11.5B |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | H.I.G. CAPITAL, LLC | $3.4B |
NORTHWELL HEALTH, INC.NY · 113418133-006 | HARDING LOEVNER LP | $2.8B |
PRINCIPAL FINANCIAL GROUP, INC.IA · 421520346-005 | PRINCIPAL LIFE INSURANCE COMPANY | $1.5B |
Plans lost in 2024
Appeared last year under AKSIA LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $274,502 | 1y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $92,000 | 9y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $12,180 | 1y | - |
MICHELIN NORTH AMERICA, INCSC · 111724631-010 | $2.2B | 18,855 | $298,151 | 5y | - |
PRINCIPAL FINANCIAL GROUP, INC.IA · 421520346-005 | $1.5B | 18,478 | $21,010 | 1y | - |
Flag exposure
100.0%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 (4)
Raw Schedule C names collapsed into AKSIA LLC.
- AKSIA
- AKSIA 1788
- AKSIA LLC
- ASKIA LLC
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 AKSIA LLC'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 | 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 AKSIA LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent