PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. KOBAYASHI & COMPANY
All providers

KOBAYASHI & COMPANY

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2Rank #4029 of mapped providers
Assets under administration$470M0.0%Market share · rank #5112
Fees received$406,577Median $203,289/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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 KOBAYASHI & COMPANY plan look like?
Service mix · median fees per plan
Count of plans where KOBAYASHI & COMPANY ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Accounting (including auditing); Direct payment from the planCode 10
1$42,000
LegalCode 29
1$364,577
Competitor overlap
Percent of KOBAYASHI & COMPANY'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 KOBAYASHI & COMPANY.
SponsorFromAssets
HAWAII ELECTRICIANS PENSION PLANHI · 996005391-002
NORDIC PCL CONSTRUCTION INC$362M
Plans lost in 2024
Appeared last year under KOBAYASHI & COMPANY; not this year.
SponsorToAssets
WESTLAKE SERVICES HOLDING COMPANYCA · 611636987-002
(new plan)$494M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
HAWAII ELECTRICIANS PENSION PLANHI · 996005391-002
$362M3,427$364,5771y-
HANKEY INVESTMENT COMPANY LPCA · 954361557-001
$108M4,160$42,0009y-
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 (3)
Raw Schedule C names collapsed into KOBAYASHI & COMPANY.
  • KOBAYASHI & CO
  • KOBAYASHI & COMPANY
  • KOBAYASHI SUGITA & GODA LLP
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 KOBAYASHI & COMPANY's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with KOBAYASHI & COMPANY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica