PRICEKUBECKA PLLC
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22Rank #681 of mapped providers
Assets under administration$562M0.0%Market share · rank #4883
Fees received$231,343Median $9,706/planSum across Schedule C direct + indirect
Net wins YoY+19 won · 8 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 PRICEKUBECKA PLLC plan look like?
Service mix · median fees per plan
Count of plans where PRICEKUBECKA PLLC 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 | 15 | $9,750 | |
Recordkeeping fees; Consulting fees; Consulting (pension); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 5 | $9,500 | |
Other feesCode 99 | 2 | $11,001 |
Competitor overlap
Percent of PRICEKUBECKA PLLC'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 PRICEKUBECKA PLLC.
| Sponsor | From | Assets |
|---|---|---|
PLASTICS FAMILY HOLDINGS, INC.TX · 112578749-001 | USI CONSULTING GROUP | $109M |
INTEGRAL AD SCIENCE, INC.NY · 262222959-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $67M |
MELTON & MELTON, LLPTX · 741550819-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $42M |
RAYMOND L. GOODSON, JR. INC.TX · 751082440-001 | BOKF, NA | $14M |
COLLIER YOUTH SERVICESNJ · 210635038-001 | ADP BROKER-DEALER | $14M |
HBW PROPERTIES, INC. DBA HBW GROUPMD · 520891428-001 | CALIBRE CPA GROUP PLLC | $12M |
ALPHA NET CONSULTING, LLCCA · 113524755-001 | LEADING RETIREMENT SOLUTIONS | $5M |
RELIABLE MANAGEMENT SOLUTIONSNV · 272850512-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $5M |
AMOBEE INC.NY · 202801822-002 | GLOBAL RETIREMENT PARTNERS LLC | $994,421 |
Plans lost in 2024
Appeared last year under PRICEKUBECKA PLLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
TREMOR VIDEO DSP, INC.NY · 822513262-001 | KESTRA INVESTMENT SERVICES LLC | $42M |
NC EMPLOYMENT GROUP, INC.FL · 591462889-001 | HBKS WEALTH ADVISORS | $30M |
EPIRUS, INC.CA · 831524963-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $10M |
BREHM COMMUNICATIONS, INC.CA · 951957212-002 | (new plan) | $7M |
ASHCROFT CAPITAL, LLCNY · 811612313-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $3M |
MAYFAIR MANAGEMENT GROUP, LPTX · 260052388-001 | GARETY AND ASSOCIATES CPA LLC | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PLASTICS FAMILY HOLDINGS, INC.TX · 112578749-001 | $109M | 1,452 | $11,500 | 1y | 2 |
SIMPSON DOOR COMPANYWA · 911940130-002 | $83M | 586 | $9,501 | 3y | 1 |
INTEGRAL AD SCIENCE, INC.NY · 262222959-001 | $67M | 808 | $0 | 1y | 2 |
MELTON & MELTON, LLPTX · 741550819-001 | $42M | 167 | $11,000 | 1y | 1 |
HOSPITAL INTERNISTS OF TEXASTX · 811896357-002 | $36M | 103 | $12,500 | 2y | 2 |
THOMAS GALLAWAY CORPORATION DBA TECHNOLOGENTCA · 043589773-001 | $33M | 339 | $9,661 | 2y | - |
DERR FLOORING CO.PA · 230520810-001 | $25M | 152 | $9,500 | 2y | 1 |
NATIONAL MICRORENTALS, INCNJ · 222625409-001 | $23M | 277 | $20,000 | 2y | - |
DAVID SUTHERLAND, LLCTX · 751562936-002 | $18M | 361 | $9,500 | 3y | - |
SEIDEL SCHROEDERTX · 742052353-001 | $17M | 145 | $9,500 | 4y | 1 |
Flag exposure
81.8%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 (11)
Raw Schedule C names collapsed into PRICEKUBECKA PLLC.
- PRICE KUBECKA PLLC
- PRICE KUBECKA, PLLC
- PRICEKUBECCA PLLC
- PRICEKUBECKA
- PRICEKUBECKA PLLC
- PRICEKUBECKA, PLCC
- PRICEKUBECKA, PLLC
- PRICEKUBECKA, PLLC CPA
- PRICEKUBECKA, PPLC
- PRICEKUBECKA,PLLC
- PRICEKUBEKA, PLLC
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 PRICEKUBECKA PLLC'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 | 3 | 13.64% | 26.94% | -13.30 pp |
| Late contributions | 3 | 13.64% | 1.71% | +11.92 pp |
| Failed to provide benefit | 2 | 9.09% | 0.14% | +8.95 pp |
| Corrective distributions | 8 | 36.36% | 1.76% | +34.61 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 PRICEKUBECKA PLLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent