ANNEX WEALTH MANAGEMENT LLC
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12Rank #1134 of mapped providers
Assets under administration$11.2B0.0%Market share · rank #1079
Fees received$446,547Median $38,452/planSum across Schedule C direct + indirect
Net wins YoY+02 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 ANNEX WEALTH MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where ANNEX WEALTH MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 5 | $44,195 | |
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $25,624 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 2 | $24,417 | |
Other feesCode 99 | 2 | $34,882 | |
Consulting (pension); Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 1 | $42,022 |
Competitor overlap
Percent of ANNEX WEALTH MANAGEMENT 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 ANNEX WEALTH MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|---|---|
CRAMER-KRASSELT CO.IL · 390227400-002 | CHARLES SCHWAB & CO., INC. | $89M |
VRAKAS SCWI · 391453055-002 | (new plan) | $34M |
Plans lost in 2024
Appeared last year under ANNEX WEALTH MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
FCA, LLCIL · 264300900-001 | ANDERSON, LOWER, WHITLOW, P.C. | $19M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | $10.5B | 103,145 | $45,288 | 5y | 1 |
MICHAEL BEST AND FRIEDRICH, LLPWI · 390934985-001 | $321M | 1,016 | $16,483 | 2y | 1 |
CRAMER-KRASSELT CO.IL · 390227400-002 | $89M | 413 | $5,959 | 1y | - |
EPPSTEIN UHEN ARCHITECTS, INC.WI · 391370336-001 | $51M | 336 | $51,878 | 8y | 1 |
KAPUR & ASSOCIATES, INC.WI · 391420448-001 | $45M | 433 | $69,974 | 7y | - |
BADER RUTTER & ASSOCIATES, INC.WI · 391184935-001 | $35M | 335 | $44,195 | 4y | - |
VRAKAS SCWI · 391453055-002 | $34M | 123 | $57,695 | 1y | 1 |
SUBURBAN ENTERPRISES, INC.WI · 391186528-001 | $27M | 265 | $32,350 | 8y | - |
ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC.WI · 371843158-001 | $25M | 285 | $23,948 | 3y | 1 |
DEDICATED COMPUTING LLCWI · 204600479-001 | $19M | 264 | $34,882 | 8y | - |
Flag exposure
75.0%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 (9)
Raw Schedule C names collapsed into ANNEX WEALTH MANAGEMENT LLC.
- ANNEX ADVISORY SERVICES LLC
- ANNEX ADVISORY SERVICES, INC
- ANNEX ADVISORY SERVICES, INC.
- ANNEX ADVISORY SERVICES, LLC
- ANNEX WEALTH MANAGEMENT
- ANNEX WEALTH MANAGEMENT .00 LLC
- ANNEX WEALTH MANAGEMENT LLC
- ANNEX WEALTH MANAGEMENT, LLC
- ANNEX WEATLH MANAGEMENT
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 ANNEX WEALTH MANAGEMENT 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 | 3 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 25.00% | 1.76% | +23.24 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 ANNEX WEALTH MANAGEMENT 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
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).