AUDIT AND TAX SOLUTIONS
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8+2 YoYRank #1540 of mapped providers
Assets under administration$3.0B0.0%Market share · rank #2532
Fees received$109,175Median $9,125/planSum across Schedule C direct + indirect
Net wins YoY+22 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 AUDIT AND TAX SOLUTIONS plan look like?
Service mix · median fees per plan
Count of plans where AUDIT AND TAX SOLUTIONS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 6 | $8,625 | |
Consulting (pension); Recordkeeping fees; Consulting fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $9,500 | |
Other feesCode 99 | 1 | $20,750 |
Competitor overlap
Percent of AUDIT AND TAX SOLUTIONS'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 AUDIT AND TAX SOLUTIONS.
| Sponsor | From | Assets |
|---|---|---|
KP LLCCA · 930563572-001 | ALLIANCE PENSION CONSULTANTS, LLC | $56M |
SF MOTORS, INC.CA · 811258513-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $12M |
Plans lost in 2024
Appeared last year under AUDIT AND TAX SOLUTIONS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MGM RESORTS INTERNATIONALNV · 880215232-002 | $2.2B | 43,365 | $41,000 | 8y | 2 |
BOYD GAMING CORPORATIONNV · 880242733-001 | $537M | 18,991 | $20,750 | 9y | 1 |
LIFECORE BIOMEDICAL INC.MN · 943025618-001 | $82M | 837 | $2,882 | 8y | 2 |
KP LLCCA · 930563572-001 | $56M | 486 | $10,000 | 1y | 1 |
CREATIVE LABS, INC.CA · 943074825-001 | $26M | 123 | $8,500 | 10y | 2 |
SF MOTORS, INC.CA · 811258513-001 | $12M | 218 | $8,750 | 1y | 1 |
SILVER CINEMAS ACQUISITION CO.CA · 954857676-001 | $11M | 522 | $9,500 | 5y | 1 |
CRS HARDWARE CORPORATIONMT · 362744261-001 | $5M | 168 | $7,793 | 5y | 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 (21)
Raw Schedule C names collapsed into AUDIT AND TAX SOLUTIONS.
- AUDIT & TAX SOLUTION
- AUDIT & TAX SOLUTIONS CPA
- AUDIT & TAX SOLUTIONS CPA INC
- AUDIT & TAX SOLUTIONS CPA'S INC
- AUDIT & TAX SOLUTIONS CPAS INC
- AUDIT & TAX SOLUTIONS CPAS INC.
- AUDIT AND TAX SOLUTIONS
- AUDIT AND TAX SOLUTIONS CPA
- AUDIT AND TAX SOLUTIONS CPA'S, INC
- AUDIT AND TAX SOLUTIONS CPA'S, INC.
- AUDIT AND TAX SOLUTIONS CPAS INC
- AUDIT AND TAX SOLUTIONS CPAS INC.
- AUDIT AND TAX SOLUTIONS CPAS, INC
- AUDIT AND TAX SOLUTIONS CPAS, INC.
- AUDIT AND TAX SOLUTIONS PCAS, INC.
- AUDIT AND TAX SOLUTIONS, CPA'S, INC
- AUDIT ASSOCIATES
- AUDIT ASSOCIATES INC
- AUDIT ASSOCIATES, INC
- AUDIT ASSOCIATES, INC.
- AUDIT CONSULTING GROUP PLLC
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 AUDIT AND TAX SOLUTIONS'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 | 4 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 2 | 25.00% | 0.14% | +24.86 pp |
| Corrective distributions | 5 | 62.50% | 1.76% | +60.74 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 AUDIT AND TAX SOLUTIONS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent