Rudd & Company PLLC
auditor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-2 YoYRank #3302 of mapped providers
Assets under administration$758M0.0%Market share · rank #4123
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.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
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.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Rudd & Company PLLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NAES CORPORATIONWA · 911111672-002 | $644M | 3,230 | $22,239 | 3y | 1 |
NAES CORPORATIONWA · 911111672-009 | $112M | 557 | $22,239 | 3y | 1 |
LEE HILL INVESTMENTS LLCAZ · 680608039-001 | $2M | 351 | $8,170 | 3y | - |
Flag exposure
100.0%Market: 89.1%
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 (7)
Raw Schedule C names collapsed into Rudd & Company PLLC.
- HILL WARD HENDERSON ATTORNEYS AT LA
- 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 /plans 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.
| 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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 66.67% | 1.76% | +64.91 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 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
Frequent partners by role
Who else shows up on Rudd & Company PLLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Highland Capital Advisors | 2 | 66.7% |
| Strategic Advisers | 2 | 66.7% |