RVK, Inc.
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served32+5 YoYRank #584 of mapped providers
Assets under administration$52.2B0.1%Market share · rank #312
Fees received$2MMedian $51,670/planSum across Schedule C direct + indirect
Net wins YoY+48 won · 4 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 RVK, Inc. plan look like?
Service mix · median fees per plan
Count of plans where RVK, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 11 | $45,000 | |
Direct payment from the plan; Consulting (general)Code 16 | 10 | $56,367 | |
Direct payment from the plan; Investment advisory (plan); Consulting (pension)Code 17 | 7 | $39,458 | |
Investment management; Investment management fees paid directly by planCode 28 | 2 | $30,024 | |
Valuation (appraisals, etc.)Code 34 | 1 | $234,607 | |
Other services; Direct payment from the planCode 49 | 1 | $73,000 |
Competitor overlap
Percent of RVK, Inc.'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 RVK, Inc..
| Sponsor | From | Assets |
|---|---|---|
INTEL CORPORATIONCA · 941672743-001 | Fidelity Investments | $7.3B |
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | R.V. Kuhns & Associates, Inc. | $3.3B |
BOARD OF TRUSTEES, CALIFORNIA IRON WORKERS FIELD DEFINED CONTRIBUTIONCA · 953304279-001 | R.V. Kuhns & Associates, Inc. | $1.2B |
ST. LUKE'S HEALTH SYSTEM, LTD.ID · 562570681-003 | Strategic Advisers | $1.1B |
ST. LUKE'S HEALTH SYSTEM, LTD.ID · 562570681-004 | Fidelity Investments | $770M |
USG CORPORATIONIL · 363329400-001 | Fidelity Investments | $634M |
VIGOR INDUSTRIAL LLCOR · 931300260-001 | R.V. Kuhns & Associates, Inc. | $73M |
INTERNATIONAL FOUNDATION EMPLOYEE BENEFIT PLANS INC.WI · 391034021-002 | John Hancock | $26M |
Plans lost in 2024
Appeared last year under RVK, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
KPMG LLPNJ · 135565207-016 | WTW | $3.2B |
KPMG LLPNJ · 135565207-018 | Vanguard | $1.8B |
WINDSTREAM SERVICES, LLCAR · 852049794-001 | Morgan Lewis & Bockius LLP | $415M |
SLOCUM ORTHOPEDICS, P.C.OR · 930603212-001 | Northwest Plan Services | $67M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $129,998 | 10y | 1 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $353,595 | 10y | - |
INTEL CORPORATIONCA · 941672743-001 | $7.3B | 29,222 | $27,500 | 1y | - |
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | $3.5B | 21,447 | $258,065 | 2y | - |
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | $3.0B | 15,292 | $234,607 | 5y | - |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | $1.7B | 24,316 | $5,000 | 1y | - |
BOARD OF TRUSTEES, CALIFORNIA IRON WORKERS FIELD DEFINED CONTRIBUTIONCA · 953304279-001 | $1.3B | 27,522 | $106,564 | 2y | - |
ST. LUKE'S HEALTH SYSTEM, LTD.ID · 562570681-003 | $1.1B | 22,859 | $8,796 | 1y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA UNITED FOODCA · 516029925-001 | $928M | 26,295 | $74,407 | 10y | - |
TXNM ENERGY, INC.NM · 850468296-005 | $827M | 2,791 | $45,084 | 3y | 1 |
Flag exposure
87.5%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 (6)
Raw Schedule C names collapsed into RVK, Inc..
- HINKLE LANDERS P.C.
- RVK
- RVK INC
- RVK INC.
- RVK, INC
- RVK, INC.
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 RVK, Inc.'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 | 1 | 3.13% | 1.71% | +1.41 pp |
| Failed to provide benefit | 1 | 3.13% | 0.14% | +2.99 pp |
| Corrective distributions | 1 | 3.13% | 1.76% | +1.37 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 RVK, Inc.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on RVK, Inc.'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 |
|---|---|---|
| Barlow Coughran Morales & Josephson | 3 | 9.4% |
| Trucker Huss | 3 | 9.4% |
| Groom Law Group, Chartered | 2 | 6.3% |
| Kraw & Kraw Law Group | 2 | 6.3% |
| Littler Mendelson, P.C. | 2 | 6.3% |
| Schwartz Steinsapir Dohrmann | 2 | 6.3% |
| Thompson Hine | 2 | 6.3% |
| Barlow & Coughran, P.S. | 1 | 3.1% |
| Christensen, James & Martin | 1 | 3.1% |
| Harter Secrest & Emery LLP | 1 | 3.1% |