BKS RETIREMENT SERVICES
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served51Rank #346 of mapped providers
Assets under administration$14.5B0.0%Market share · rank #902
Fees received$2MMedian $32,448/planSum across Schedule C direct + indirect
Net wins YoY+19 won · 8 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 BKS RETIREMENT SERVICES plan look like?
Service mix · median fees per plan
Count of plans where BKS RETIREMENT SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 22 | $28,588 | |
Investment management fees paid directly by plan; Investment advisory (participants); Investment advisory (plan); Investment managementCode 26 | 12 | $37,495 | |
Other fees; Investment management fees paid directly by plan; Investment advisory (participants); Direct payment from the plan; Investment management; Investment advisory (plan); Consulting (pension)Code 17 | 8 | $41,274 | |
Other feesCode 99 | 5 | $35,000 | |
Investment advisory (plan); Consulting (general)Code 16 | 3 | $35,443 | |
Investment management; Other fees; Direct payment from the planCode 28 | 2 | $23,000 |
Competitor overlap
Percent of BKS RETIREMENT SERVICES'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 BKS RETIREMENT SERVICES.
| Sponsor | From | Assets |
|---|---|---|
G & A OUTSOURCING, INC. DBA G & A PARTNERSTX · 760461926-001 | NATIONAL FINANCIAL PARTNERS | $1.4B |
TOTAL SAFETY U.S., INC.TX · 371478877-001 | MORNINGSTAR | $53M |
AMERICANTCS FIDUCIARY SERVICES, LLCPA · 932789379-002 | AMERICANTCS FIDUCIARY SERVICES, LLC | $14M |
SCOTT FELDER HOMESTX · 262339433-001 | AMERICAN UNITED LIFE INSURANCE CO | $12M |
NEWTON PEO, LLCTX · 844056740-001 | (new plan) | $3M |
LONE STAR PEO, INC.TX · 473726066-002 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under BKS RETIREMENT SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHANDS JACKSONVILLE MEDICAL CENTER, INC.FL · 592142859-001 | LINCOLN NATIONAL CORPORATION | $396M |
UNIVERSITY OF ST. THOMASTX · 741277664-001 | VALIC RETIREMENT SERVICES COMPANY | $64M |
P3 HEALTH GROUP MANAGEMENT, LLCNV · 822335638-001 | BKSFINANCIALINVESTMENTSLLC | $9M |
SUNSTREAM HOTELS & RESORTS, LLCFL · 465330064-001 | (new plan) | $6M |
PALMA CEIA GOLF & COUNTRY CLUB, INC.FL · 590390297-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JUSTWORKS EMPLOYMENT GROUP, LLCNY · 462283648-333 | $3.9B | 163,323 | $70,000 | 6y | 1 |
OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATESFL · 650731524-333 | $2.1B | 116,682 | $82,281 | 5y | 2 |
G & A OUTSOURCING, INC. DBA G & A PARTNERSTX · 760461926-001 | $1.4B | 47,029 | $43,760 | 1y | 2 |
THE S2 HR GROUP, LLCFL · 452441552-001 | $1.0B | 40,710 | $39,989 | 4y | 1 |
TD SYNNEX CORPORATIONCA · 942703333-001 | $896M | 10,330 | $76,000 | 2y | - |
SHANDS TEACHING HOSPITAL AND CLINICS, INC.FL · 591943502-003 | $625M | 15,926 | $25,000 | 6y | - |
PRESTIGE EMPLOYEE ADMINISTRATORS, INC.FL · 871231461-333 | $558M | 14,215 | $110,646 | 1y | 1 |
SHANDS TEACHING HOSPITAL AND CLINICS, INC.FL · 591943502-002 | $487M | 15,494 | $25,000 | 6y | - |
LAKELAND REGIONAL MEDICAL CENTER, INC.FL · 592650456-003 | $425M | 9,109 | $25,000 | 6y | 1 |
CARLTON FIELDS, P.A.FL · 591233896-002 | $316M | 957 | $16,000 | 6y | 1 |
Flag exposure
88.2%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 (12)
Raw Schedule C names collapsed into BKS RETIREMENT SERVICES.
- BKS
- BKS FINANCIAL INVESTMENTS
- BKS FINANCIAL INVESTMENTS DBA BKS R
- BKS FINANCIAL INVESTMENTS LLC
- BKS FINANCIAL INVESTMENTS LLC DBA
- BKS FINANCIAL INVESTMENTS LLC DBA B
- BKS FINANCIAL INVESTMENTS, LLC
- BKS FINANCIAL STATEMENTS LLC
- BKS RETIREMENT SERVICE
- BKS RETIREMENT SERVICES
- BKS RETIREMENT SERVICES,INC.
- BKS RETRIEMENT SERVICES
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 BKS RETIREMENT SERVICES'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 | 2 | 3.92% | 7.76% | -3.84 pp |
| Fidelity bond gap | 1 | 1.96% | 26.94% | -24.98 pp |
| Late contributions | 12 | 23.53% | 1.71% | +21.82 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 20 | 39.22% | 1.76% | +37.46 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 BKS RETIREMENT SERVICES. 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).