AKT LLP
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-1 YoYRank #3827 of mapped providers
Assets under administration$70M0.0%Market share · rank #7871
Fees received$27,021Median $13,511/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 AKT LLP plan look like?
Service mix · median fees per plan
Count of plans where AKT LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 2 | $13,511 |
Competitor overlap
Percent of AKT 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 AKT LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under AKT LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
APCON, INC.OR · 931166552-001 | ALDRICH WEALTH LIMITED PARTNERSHIP | $15M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ROTH IGA FOODLINER, INC.OR · 930506597-001 | $45M | 1,193 | $16,521 | 4y | 1 |
JEWISH FAMILY SERVICE OF SAN DIEGOCA · 951644024-002 | $25M | 954 | $10,500 | 7y | 1 |
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 (11)
Raw Schedule C names collapsed into AKT LLP.
- AKT
- AKT CPA
- AKT CPA'S
- AKT CPAS & BUSINESS CONSULTANTS
- AKT CPAS AND BUSINESS CONSULTANTS
- AKT LLC
- AKT LLP
- AKT WEALTH ADVISORS
- AKT WEALTH ADVISORS, LLC
- AKT WEALTH ADVISORS, LP
- AKT, LLP
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 AKT 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 | 1 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 50.00% | 1.76% | +48.24 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 AKT 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