R.V. Kuhns & Associates, Inc.
advisor61 known aliases resolved via the canonical alias map
Market position · 2024
Plans served41-6 YoYRank #444 of mapped providers
Assets under administration$26.6B0.0%Market share · rank #473
Fees received$3MMedian $48,607/planSum across Schedule C direct + indirect
Net wins YoY-53 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 R.V. Kuhns & Associates, Inc. plan look like?
Service mix · median fees per plan
Count of plans where R.V. Kuhns & Associates, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Valuation (appraisals, etc.); Investment advisory (plan)Code 27 | 25 | $45,502 | |
Investment advisory (plan); Consulting (general)Code 16 | 10 | $71,813 | |
Other fees; Investment managementCode 28 | 3 | $32,410 | |
Contract Administrator; Account maintenance fees; Direct payment from the planCode 13 | 2 | $47,040 | |
Direct payment from the plan; Consulting (pension); Investment advisory (plan)Code 17 | 1 | $18,726 |
Competitor overlap
Percent of R.V. Kuhns & Associates, 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 R.V. Kuhns & Associates, Inc..
| Sponsor | From | Assets |
|---|---|---|
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | JPMCB Strategic Property Fund | $3.5B |
VERALTO CORPORATIONMA · 921941413-001 | Strategic Advisers | $1.2B |
SLOCUM ORTHOPEDICS, P.C.OR · 930603212-001 | RVK, Inc. | $74M |
Plans lost in 2024
Appeared last year under R.V. Kuhns & Associates, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | RVK, Inc. | $3.0B |
WESTINGHOUSE ELECTRIC COMPANY LLCPA · 522140933-001 | Voya | $1.9B |
WINDSTREAM SERVICES LLCAR · 852049794-009 | Merrill | $1.2B |
BOARD OF TRUSTEES, CALIFORNIA IRON WORKERS FIELD DEFINED CONTRIBUTIONCA · 953304279-001 | RVK, Inc. | $1.0B |
BOARD OF TRUSTEEES, IBEW LOCAL 332 PENSION PLAN PART BCA · 516105118-005 | Miller Kaplan Arase & Co LLP | $789M |
VIGOR INDUSTRIAL LLCOR · 931300260-001 | Deloitte | $70M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DANAHER CORPORATIONDC · 591995548-004 | $6.5B | 37,514 | $180,074 | 10y | 2 |
MARATHON PETROLEUM COMPANY LPOH · 311537655-001 | $2.2B | 23,452 | $271,733 | 5y | - |
FORTIVE CORPORATIONWA · 475654583-001 | $2.1B | 13,591 | $114,160 | 9y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $153,825 | 10y | - |
DANAHER CORPORATIONDC · 591995548-003 | $1.9B | 21,071 | $197,067 | 10y | - |
MERCEDES-BENZ U.S. INTERNATIONAL, INC.AL · 363879353-001 | $1.2B | 7,116 | $108,967 | 10y | - |
BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEESCA · 942995676-001 | $1.2B | 17,381 | $17,000 | 2y | - |
VERALTO CORPORATIONMA · 921941413-001 | $1.2B | 5,931 | $95,000 | 1y | - |
BOARD OF TRUSTEES, WESTERN METAL INDUSTRY PENSION PLANWA · 916033499-001 | $1.0B | 13,512 | $147,744 | 6y | - |
BOARD OF TRUSTEES, EDISON PENSION TRUSTOR · 936061681-001 | $1.0B | 8,208 | $107,500 | 10y | - |
Flag exposure
78.0%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 (61)
Raw Schedule C names collapsed into R.V. Kuhns & Associates, Inc..
- HABUSH HABUSH & ROTTIER SC
- HACELS LLC
- HACK STEER AND ASSOCIATES
- HACK WEALTH MANAGEMENT
- HACK, STEER AND ASSOCIATES
- HACK, STEER AND COMPANY, LLC.
- HACK,STEER AND ASSOCIATES
- HACKER, JOHNSON AND SMIT PA
- HINES & ASSOCIATES, INC.
- HINES INTEREST L.P.
- HINES INTERESTS
- HINES INTERESTS L.P.
- HINES INTERESTS LIMITED PARTNERSHIP
- HINES INTERESTS, LP
- R V KUHNS
- R V KUHNS & ASSOCIATES
- R V KUHNS & ASSOCIATES INC
- R V KUHNS AND ASSOCIATES INC
- R V KUHNS ASSOCIATES INC
- R. V. KUHNS & ASOCIATES, INC
- R. V. KUHNS & ASOCIATES, INC.
- R. V. KUHNS & ASSOCIATES
- R. V. KUHNS & ASSOCIATES INC
- R. V. KUHNS & ASSOCIATES, INC.
- R. V. KUHNS AND ASSOCIATES 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 R.V. Kuhns & Associates, 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 | 3 | 7.32% | 7.76% | -0.45 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 4.88% | 1.71% | +3.16 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 12.20% | 1.76% | +10.44 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 R.V. Kuhns & Associates, 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 R.V. Kuhns & Associates, 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 | 5 | 12.2% |
| Groom Law Group, Chartered | 2 | 4.9% |
| Trucker Huss | 2 | 4.9% |
| Barlow & Coughran, P.S. | 1 | 2.4% |
| Brownstein Rask | 1 | 2.4% |
| Cohen Weiss & Simon LLP | 1 | 2.4% |
| Foley & Lardner LLP | 1 | 2.4% |
| Hanson Bridgett LLP | 1 | 2.4% |
| Lewis Brisbois Bisgaard & Smith | 1 | 2.4% |
| Mondress Monaco Parr Lockwood PLLC | 1 | 2.4% |
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).