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

RUDD & COMPANY PLLC

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3-2 YoYRank #2595 of mapped providers
Assets under administration$758M0.0%Market share · rank #4470
Fees received$52,648Median $22,239/planSum across Schedule C direct + indirect
Net wins YoY-10 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 RUDD & COMPANY PLLC plan look like?
Service mix · median fees per plan
Count of plans where RUDD & COMPANY PLLC ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Accounting (including auditing)Code 10
2$22,239
Contract AdministratorCode 13
1$8,170
Competitor overlap
Percent of RUDD & COMPANY 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 RUDD & COMPANY PLLC.
SponsorFromAssets
Plans lost in 2024
Appeared last year under RUDD & COMPANY PLLC; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
NAES CORPORATIONWA · 911111672-002
$644M3,230$22,2393y1
NAES CORPORATIONWA · 911111672-009
$112M557$22,2393y1
LEE HILL INVESTMENTS LLCAZ · 680608039-001
$2M351$8,1703y-
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 (6)
Raw Schedule C names collapsed into RUDD & COMPANY PLLC.
  • RUDD & CO.
  • RUDD & COMPANY
  • RUDD & COMPANY PLLC
  • RUDD & COMPANY, PLLC
  • RUDD AND COMPANY
  • THE RUDD COMPANY 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 RUDD & COMPANY PLLC'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 distributions266.67%1.76%+64.91 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 RUDD & COMPANY 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
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