RPA FINANCIAL, LLC
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served109+9 YoYRank #187 of mapped providers
Assets under administration$4.3B0.0%Market share · rank #2459
Fees received$3MMedian $19,560/planSum across Schedule C direct + indirect
Net wins YoY+723 won · 16 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 RPA FINANCIAL, LLC plan look like?
Service mix · median fees per plan
Count of plans where RPA FINANCIAL, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 86 | $14,026 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 10 | $21,336 | |
Other feesCode 99 | 6 | $25,750 | |
Investment advisory (plan); Investment advisory (participants); Direct payment from the planCode 26 | 5 | $13,042 | |
Direct payment from the plan; Consulting (general)Code 16 | 2 | $27,456 |
Competitor overlap
Percent of RPA FINANCIAL, 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 RPA FINANCIAL, LLC.
| Sponsor | From | Assets |
|---|---|---|
WHITE RIVER HEALTH SYSTEM, INC.AR · 710411459-001 | EDWARD JONES | $105M |
MOUNTAINONE FINANCIAL, INC.MA · 364495073-001 | PRINCIPAL LIFE INSURANCE COMPANY | $24M |
DORFMAN MILANO COMPANYCA · 941233029-001 | PRINCIPAL LIFE INSURANCE COMPANY | $19M |
ADVANCED LUBRICATION SPECIALTIES INC.PA · 251469534-001 | TPA CORPORATION | $15M |
EDUSTAFF, LLCMI · 273229048-101 | KESTRA INVESTMENT SERVICES LLC | $10M |
CHILD & FAMILY SUPPORT SERVICES, INC.AZ · 770601535-001 | LPL FINANCIAL | $10M |
BRYAN COLLEGETN · 620528217-002 | FUTURE PLAN CONSULTING - FORT WAYNE | $9M |
WATER MISSIONS INTERNATIONALSC · 571116978-001 | WELLS FARGO BANK, N.A. | $7M |
BUDDHA JONES, LLCCA · 201911640-001 | (new plan) | $6M |
MADISON CAPITAL GROUP HOLDINGS, LLCNC · 861993651-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $6M |
Plans lost in 2024
Appeared last year under RPA FINANCIAL, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
MOVEMENT MORTGAGE, LLCSC · 260595342-001 | EPIC RETIREMENT PLAN SERVICES | $292M |
EJ USA, INC.MI · 381434427-005 | PRINCIPAL LIFE INSURANCE COMPANY | $211M |
PRIDGEON & CLAY, INC.MI · 381310157-003 | COMERICA BANK | $54M |
PENTASTAR AVIATION, LLCMI · 383622113-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $25M |
BUSINESS FURNITURE CORPORATIONIN · 350207380-001 | (new plan) | $7M |
MMS MOTORSPORTS, LLCGA · 822644152-001 | ROCKEFELLER FINANCIAL LLC | $6M |
CAROLINA INTERNATIONAL TRUCKS, INC.SC · 570739608-001 | ADP BROKER-DEALER | $6M |
FRESHKO PRODUCE SERVICES, LLCCA · 454603469-001 | (new plan) | $5M |
FELLOWSHIP BIBLE CHURCHTN · 621660360-001 | (new plan) | $4M |
RELAY PAYMENTS INC.GA · 833684305-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VIASAT, INC.CA · 330174996-001 | $1.2B | 6,051 | $60,000 | 1y | 1 |
PLATINUM EQUITY, LLCCA · 954666134-001 | $313M | 1,386 | $40,000 | 4y | 2 |
U.S. LUMBER GROUP LLCGA · 274877902-001 | $214M | 4,290 | $72,415 | 6y | 2 |
SA RECYCLING, LLCCA · 743222369-001 | $190M | 3,926 | $35,000 | 2y | - |
ATLANTIC CORPORATION OF WILMINGTON, INC.NC · 560797402-001 | $178M | 1,262 | $8,077 | 4y | 2 |
ATHENS SERVICESCA · 954313271-001 | $122M | 2,672 | $101,320 | 2y | 1 |
HAVILAND ENTERPRISES, INC.MI · 381273016-002 | $119M | 349 | $37,207 | 4y | - |
FELLOWSHIP OF CHRISTIAN ATHLETESMO · 440610626-003 | $118M | 3,366 | $87,500 | 6y | 1 |
S&ME, INC.NC · 560791580-001 | $118M | 1,510 | $53,604 | 4y | 1 |
WHITE RIVER HEALTH SYSTEM, INC.AR · 710411459-001 | $105M | 1,861 | $18,000 | 1y | - |
Flag exposure
94.5%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 RPA FINANCIAL, LLC.
- RPA
- RPA FINANCIAL
- RPA FINANCIAL LLC
- RPA FINANCIAL LLC - RPCP
- RPA FINANCIAL, INC.
- RPA FINANCIAL, LLC
- RPA FINANCIAL. LLC
- RPSA FINANCIAL 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 RPA FINANCIAL, 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 | 7 | 6.42% | 7.76% | -1.34 pp |
| Fidelity bond gap | 9 | 8.26% | 26.94% | -18.68 pp |
| Late contributions | 33 | 30.28% | 1.71% | +28.56 pp |
| Failed to provide benefit | 2 | 1.83% | 0.14% | +1.70 pp |
| Corrective distributions | 29 | 26.61% | 1.76% | +24.85 pp |
| Loss discovered | 1 | 0.92% | 0.00% | +0.91 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with RPA FINANCIAL, LLC. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).