KKDLY LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9Rank #1446 of mapped providers
Assets under administration$3.0B0.0%Market share · rank #2516
Fees received$145,713Median $17,173/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 KKDLY LLC plan look like?
Service mix · median fees per plan
Count of plans where KKDLY LLC 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 | 7 | $17,173 | |
Consulting (general)Code 16 | 2 | $15,916 |
Competitor overlap
Percent of KKDLY 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 KKDLY LLC.
| Sponsor | From | Assets |
|---|---|---|
THE QUEEN'S HEALTH SYSTEMSHI · 990238120-001 | METROPOLITAN WEST ASSET MANAGEMENT | $468M |
DHL MAHI STAFFING, LLCHI · 371860601-001 | SAGEVIEW ADVISORY GROUP, LLC | $12M |
Plans lost in 2024
Appeared last year under KKDLY LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
CALIFORNIA ASSOCIATION FOR RESEARCH IN ASTRONOMYHI · 953972799-001 | NFP RETIREMENT INC | $73M |
FINANCE FACTORS, LTD.HI · 990077649-001 | LINCOLN NATIONAL CORPORATION | $35M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE QUEEN'S HEALTH SYSTEMSHI · 990238120-003 | $2.0B | 11,901 | $17,277 | 8y | 2 |
THE QUEEN'S HEALTH SYSTEMSHI · 990238120-001 | $468M | 7,793 | $18,848 | 6y | - |
SERVCO PACIFIC INC.HI · 990057870-001 | $228M | 1,755 | $19,895 | 2y | 1 |
KUAKINI HEALTH SYSTEMHI · 990225140-002 | $163M | 1,337 | $19,110 | 7y | - |
THE QUEEN'S HEALTH SYSTEMSHI · 990238120-002 | $113M | 881 | $14,555 | 6y | 1 |
HAWAII GOVERNMENT EMPLOYEES ASSOCIATIONHI · 990040535-001 | $41M | 208 | $9,326 | 5y | - |
NORTH HAWAII COMMUNITY HOSPITAL, INC.HI · 990260423-001 | $39M | 561 | $17,173 | 3y | - |
DHL MAHI STAFFING, LLCHI · 371860601-001 | $12M | 303 | $15,916 | 2y | 2 |
THE ART SOURCE, INC.HI · 990280665-001 | $5M | 431 | $13,613 | 8y | 1 |
Flag exposure
77.8%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 (5)
Raw Schedule C names collapsed into KKDLY LLC.
- KKDLY
- KKDLY CPAS
- KKDLY CPAS LLC
- KKDLY LLC
- KKDLY, LLC
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 KKDLY 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 | 2 | 22.22% | 1.71% | +20.51 pp |
| Failed to provide benefit | 2 | 22.22% | 0.14% | +22.08 pp |
| Corrective distributions | 3 | 33.33% | 1.76% | +31.57 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 KKDLY 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