BUKATY COMPANIES O'RENICK WEALTH
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1Rank #9066 of mapped providers
Assets under administration$4M0.0%Market share · rank #10916
Fees received$14,623Median $14,623/planSum across Schedule C direct + indirect
Net wins YoY+00 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 BUKATY COMPANIES O'RENICK WEALTH plan look like?
Service mix · median fees per plan
Count of plans where BUKATY COMPANIES O'RENICK WEALTH ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment advisory (participants)Code 26 | 1 | $14,623 |
Competitor overlap
Percent of BUKATY COMPANIES O'RENICK WEALTH'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 BUKATY COMPANIES O'RENICK WEALTH.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BUKATY COMPANIES O'RENICK WEALTH; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SUNFLOWER PAVING, INC.KS · 480937316-001 | $4M | 154 | $14,623 | 3y | 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 (19)
Raw Schedule C names collapsed into BUKATY COMPANIES O'RENICK WEALTH.
- BUKATY AUBRY & HUNTSMAN CHARTERED
- BUKATY CO.
- BUKATY COMPANIES
- BUKATY COMPANIES FINACIAL SERVICES
- BUKATY COMPANIES FINANCIAL SER
- BUKATY COMPANIES FINANCIAL SERVICE
- BUKATY COMPANIES FINANCIAL SERVICES
- BUKATY COMPANIES O'RENICK WEALTH
- BUKATY COMPANIES RETIREMENT PLANS
- BUKATY MORRIS
- RESOUCE INV. ADV DBA BUKATY CO
- RESOURCE INV. ADV. DBA BUKATY CO.
- RESOURCES INV ADV DBA BUKATY CO
- RESOURCES INV ADV DBA BUKATY CO'S
- RESOURCES INV ADV DBA BUKATY COS
- RESOURCES INV ADVISOR DBA BUKATY CO
- RESOURCES INV ADVISORS DBA BUKATY
- RESOURCES INV. ADV BUKATY CO.
- RESOURCES INVEST. ADV. DBA BUKATY C
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 BUKATY COMPANIES O'RENICK WEALTH'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 100.00% | 1.76% | +98.24 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 BUKATY COMPANIES O'RENICK WEALTH. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent