BKD, LLP
100 known aliases resolved via the canonical alias map
Market position · 2024
Plans served46+3 YoYRank #367 of mapped providers
Assets under administration$6.2B0.0%Market share · rank #1649
Fees received$874,549Median $17,110/planSum across Schedule C direct + indirect
Net wins YoY+429 won · 25 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 BKD, LLP plan look like?
Service mix · median fees per plan
Count of plans where BKD, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 29 | $17,220 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Consulting fees; Consulting (pension)Code 15 | 8 | $15,892 | |
Investment advisory (plan)Code 27 | 3 | $21,800 | |
Other feesCode 99 | 3 | $21,029 | |
Investment advisory (plan); Contract AdministratorCode 13 | 2 | $12,881 | |
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 1 | $5,999 |
Competitor overlap
Percent of BKD, LLP'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 BKD, LLP.
| Sponsor | From | Assets |
|---|---|---|
INFINEON TECHNOLOGIES AMERICAS CORP.CA · 951528961-005 | CHARLES SCHWAB & CO., INC. | $1.7B |
US RADIOLOGY SPECIALISTS, INC.NC · 823626023-001 | CANTOR FITZGERALD | $571M |
MAVERICK TUBE CORPORATIONTX · 431455766-008 | FORVIS, LLP | $366M |
CLARIANT CORPORATIONNC · 561356629-001 | CAPFINANCIAL PARTNERS LLC | $330M |
WHATABURGER RESTAURANTS LLCTX · 301199687-001 | FORVIS, LLP | $262M |
TSS CORPORATE SERVICES, LLCNC · 833977647-001 | LPL FINANCIAL | $218M |
KETTERING UNIVERSITYMI · 382410852-001 | FORVIS, LLP | $201M |
BUNN-O-MATIC CORPORATIONIL · 370840805-002 | JPMORGAN INVEST HOLDINGS LLC | $151M |
DREAM FINDERS HOMES, LLCFL · 270528991-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $98M |
EMPRISE GROUP, INC.MO · 852687843-002 | FORVIS, LLP | $85M |
Plans lost in 2024
Appeared last year under BKD, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
RSM US, LLPIA · 420714325-001 | FORVIS, LLP | $2.9B |
NEWELL OPERATING COMPANYGA · 361953130-001 | FORVIS, LLP | $676M |
VSE CORPORATIONVA · 540649263-003 | FORVIS, LLP | $154M |
AKEBONO BRAKE CORPORATIONMI · 363993763-001 | SMITH & HOWARD, PC | $145M |
EDG, INC.LA · 721087181-001 | AMERITAS LIFE INSURANCE CORP | $110M |
OFS BRANDS HOLDINGS, INC.IN · 350279408-001 | FORVIS, LLP | $84M |
VM CONSOLIDATED, INC.AZ · 263302690-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $78M |
TLG OPERATIONS, LLCMO · 431463305-001 | FORVIS, LLP | $54M |
PCF ACQUISITION CO.TX · 561785063-002 | FORVIS, LLP | $50M |
FORCHT GROUP, INC.KY · 452579770-333 | (new plan) | $49M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INFINEON TECHNOLOGIES AMERICAS CORP.CA · 951528961-005 | $1.7B | 6,513 | $8,400 | 3y | 1 |
US RADIOLOGY SPECIALISTS, INC.NC · 823626023-001 | $571M | 5,506 | $5,999 | 6y | 2 |
CENTRAL BANCOMPANYMO · 430959114-002 | $401M | 4,259 | $16,034 | 8y | 1 |
MAVERICK TUBE CORPORATIONTX · 431455766-008 | $366M | 4,793 | $35,175 | 1y | 1 |
CLARIANT CORPORATIONNC · 561356629-001 | $330M | 1,868 | $12,575 | 8y | 2 |
WILLIAMS MULLEN CLARK & DOBBINS P.C.VA · 541246519-003 | $284M | 541 | $17,220 | 10y | - |
WHATABURGER RESTAURANTS LLCTX · 301199687-001 | $262M | 41,380 | $20,738 | 3y | 1 |
STRIDE, INC.VA · 954774688-001 | $258M | 10,355 | $47,250 | 5y | - |
TSS CORPORATE SERVICES, LLCNC · 833977647-001 | $218M | 1,015 | $22,050 | 1y | 1 |
KETTERING UNIVERSITYMI · 382410852-001 | $201M | 899 | $8,000 | 2y | - |
Flag exposure
84.8%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 (100)
Raw Schedule C names collapsed into BKD, LLP.
- BKD
- BKD ADVISORS
- BKD CAPS AND ADVISORS
- BKD CPA
- BKD CPA & ADVISORS
- BKD CPA ADVISORS
- BKD CPA AND ADVISORS
- BKD CPA'S & ADVISORS
- BKD CPA'S ADVISORS
- BKD CPA'S AND ADVISORS
- BKD CPAS & ADVISORS
- BKD CPAS ADVISORS
- BKD CPAS AND ADVISOR
- BKD CPAS AND ADVISORS
- BKD CPAS AND ADVISORS LLP
- BKD INC
- BKD INC.
- BKD LLC
- BKD LLP
- BKD LLP ACCOUNTS RECEIVABLE
- BKD LLP CPAS
- BKD LLP CPAS & ADVISORS
- BKD LLP CPAS ADVISORS
- BKD WEALTH ADVISORS
- BKD WEALTH ADVISORS - CHICAGO
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 BKD, LLP'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 | 4.35% | 7.76% | -3.41 pp |
| Fidelity bond gap | 1 | 2.17% | 26.94% | -24.77 pp |
| Late contributions | 9 | 19.57% | 1.71% | +17.85 pp |
| Failed to provide benefit | 2 | 4.35% | 0.14% | +4.21 pp |
| Corrective distributions | 20 | 43.48% | 1.76% | +41.72 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 BKD, LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent