KP LYNCH CPA PC
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #1964 of mapped providers
Assets under administration$3.7B0.0%Market share · rank #2236
Fees received$451,427Median $19,690/planSum across Schedule C direct + indirect
Net wins YoY+12 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 KP LYNCH CPA PC plan look like?
Service mix · median fees per plan
Count of plans where KP LYNCH CPA PC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 3 | $8,568 | |
Shareholder servicing fees; Distribution (12b-1) fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Investment management fees paid indirectly by plan; Securities brokerage; Sub-transfer agency feesCode 15 | 2 | $209,545 |
Competitor overlap
Percent of KP LYNCH CPA PC'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 KP LYNCH CPA PC.
| Sponsor | From | Assets |
|---|---|---|
SYENSQO USA LLCNJ · 223539954-010 | MERRILL LYNCH PIERCE FENNER & SMITH | $1.7B |
TRANSDIGM INC.OH · 341750032-001 | TRANSDIGM INC | $1.5B |
Plans lost in 2024
Appeared last year under KP LYNCH CPA PC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SYENSQO USA LLCNJ · 223539954-010 | $1.7B | 8,561 | $361,644 | 1y | - |
TRANSDIGM INC.OH · 341750032-001 | $1.5B | 13,046 | $19,690 | 1y | 2 |
ESSENTIAL HOLDING AMERICA, LLCNJ · 923594273-002 | $433M | 1,477 | $57,445 | 2y | - |
DESCARTES SYSTEMS USA LLCGA · 680679777-001 | $83M | 749 | $4,080 | 4y | 1 |
THE BOARD OF TRUSTEES OF THE UFCW LOCAL 1-D 401KNY · 822171406-001 | $17M | 471 | $8,568 | 2y | 1 |
Flag exposure
80.0%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 (8)
Raw Schedule C names collapsed into KP LYNCH CPA PC.
- KP LYNCH CPA
- KP LYNCH CPA PC
- KP LYNCH, CPA, PC
- LYNCH JONES & RYAN
- LYNCH, COX, GILMAN, & GOODMAN
- LYNCH, HOPE K.
- M LYNCH, PIERCE, FENNER, AND SMITH
- M. LYNCH, PIERCE, FENNER AND SMITH
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 KP LYNCH CPA PC'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 | 3 | 60.00% | 1.71% | +58.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 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 KP LYNCH CPA PC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent