ALDRICH WEALTH LIMITED PARTNERSHIP
38 known aliases resolved via the canonical alias map
Market position · 2024
Plans served32+4 YoYRank #501 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3457
Fees received$1MMedian $26,845/planSum across Schedule C direct + indirect
Net wins YoY+46 won · 2 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 ALDRICH WEALTH LIMITED PARTNERSHIP plan look like?
Service mix · median fees per plan
Count of plans where ALDRICH WEALTH LIMITED PARTNERSHIP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 15 | $50,566 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 10 | $18,244 | |
Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (participants); Investment advisory (plan); Participant communicationCode 26 | 4 | $47,344 | |
Consulting (general)Code 16 | 1 | $9,450 | |
Investment management; Consulting (pension); Investment advisory (plan); Investment advisory (participants)Code 17 | 1 | $41,000 | |
Investment advisory (participants); Insurance servicesCode 23 | 1 | $76,946 |
Competitor overlap
Percent of ALDRICH WEALTH LIMITED PARTNERSHIP'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 ALDRICH WEALTH LIMITED PARTNERSHIP.
| Sponsor | From | Assets |
|---|---|---|
WMBE PAYROLLING INCCA · 800424690-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $26M |
ORGANICALLY GROWN COMPANY, INC.OR · 930838216-001 | ANDERSON & REED, LLP | $22M |
APCON, INC.OR · 931166552-001 | AKT LLP | $16M |
GEM EQUIPMENT OF OREGON, INCOR · 930572107-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $11M |
GEORGE PACKING CO INCOR · 931179859-001 | (new plan) | $6M |
ROWAN, INCORPORATEDCA · 330788307-001 | THE VANGUARD GROUP, INC. | $6M |
Plans lost in 2024
Appeared last year under ALDRICH WEALTH LIMITED PARTNERSHIP; not this year.
| Sponsor | To | Assets |
|---|---|---|
ALTA PLANNING + DESIGN, INC.OR · 680465555-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $18M |
MOORE EXCAVATION, INC.OR · 930583943-001 | EPIC RETIREMENT PLAN SERVICES | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
OREGON ANESTHESIOLOGY GROUP, P.C.OR · 931013923-001 | $386M | 356 | $74,999 | 7y | - |
FOSTER GARVEY P.C.WA · 910876461-001 | $255M | 570 | $23,626 | 3y | - |
UKPEAGVIK INUPIAT CORPORATIONAK · 920044212-001 | $212M | 4,613 | $25,668 | 5y | 2 |
COOP SHARED SERVICES, LLCID · 814228205-001 | $99M | 2,772 | $21,000 | 8y | - |
EYE HEALTH NORTHWEST, P.C.OR · 931014730-002 | $93M | 709 | $61,401 | 2y | - |
CONSUMER CELLULAR INCAZ · 931178435-001 | $56M | 2,907 | $50,566 | 3y | - |
SALEM RADIOLOGY CONSULTANTS, P.COR · 930619379-001 | $54M | 138 | $41,000 | 3y | 1 |
OTAK INC.OR · 930788869-001 | $45M | 502 | $81,646 | 8y | - |
VECA ELECTRIC & TECHNOLOGIES, LLCWA · 911453638-001 | $38M | 415 | $70,095 | 4y | - |
SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNIONOR · 930323147-002 | $33M | 268 | $92,635 | 8y | - |
Flag exposure
90.6%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 (38)
Raw Schedule C names collapsed into ALDRICH WEALTH LIMITED PARTNERSHIP.
- ALDERICH CPAS AND ADVISORS, LLP
- ALDRICH ADVISORS
- ALDRICH CPA AND ADVISORS
- ALDRICH CPA'S
- ALDRICH CPA'S AND ADVISORS LLP
- ALDRICH CPAS
- ALDRICH CPAS & ADVISORS LLP
- ALDRICH CPAS + ADVISORS
- ALDRICH CPAS ADVISORS LLP
- ALDRICH CPAS AND ADVISOR
- ALDRICH CPAS AND ADVISORS
- ALDRICH CPAS AND ADVISORS LLP
- ALDRICH CPAS AND ADVISORS, LLP
- ALDRICH RETIREMENT SOLUTION LP
- ALDRICH RETIREMENT SOLUTIONS
- ALDRICH RETIREMENT SOLUTIONS LLP
- ALDRICH RETIREMENT SOLUTIONS LP
- ALDRICH RETIREMENT SOLUTIONS LP.
- ALDRICH RETIREMENT SOLUTIONS, LP
- ALDRICH RETIREMENT SOLUTIONS, LTD
- ALDRICH RETIREMENT SOLUTIONS, LTD.
- ALDRICH RETIRMENT SOLUTIONS LP
- ALDRICH RETREMENT SOLUTIONS
- ALDRICH SERVICES LLP
- ALDRICH WEALTH
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 ALDRICH WEALTH LIMITED PARTNERSHIP'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 | 3.13% | 7.76% | -4.64 pp |
| Fidelity bond gap | 2 | 6.25% | 26.94% | -20.69 pp |
| Late contributions | 11 | 34.38% | 1.71% | +32.66 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 21.88% | 1.76% | +20.12 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 ALDRICH WEALTH LIMITED PARTNERSHIP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).