Ryan Rapp Pacheco & Kelly PLC
attorney12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-6 YoYRank #3116 of mapped providers
Assets under administration$5.3B0.0%Market share · rank #1806
Fees received$113,460Median $56,730/planSum across Schedule C direct + indirect
Net wins YoY-43 won · 7 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 Ryan Rapp Pacheco & Kelly PLC plan look like?
Service mix · median fees per plan
Count of plans where Ryan Rapp Pacheco & Kelly PLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (general)Code 16 | 1 | $102,095 | |
Other feesCode 99 | 1 | $11,365 |
Competitor overlap
Percent of Ryan Rapp Pacheco & Kelly PLC'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 Ryan Rapp Pacheco & Kelly PLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | Valley Forge Investment Consultants | $5.3B |
NEW MEXICO PIPE TRADESNM · 516029978-002 | Lord Abbett & Co LLC | $85M |
BOARD OF TRUSTEES SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PLANNM · 742846833-001 | Ryan Rapp Underwood & Pacheco PLC | $23M |
Plans lost in 2024
Appeared last year under Ryan Rapp Pacheco & Kelly PLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUNDNM · 516105542-001 | Kelley Law Group | $215M |
B OF T IBEW LOCAL 640 CHAPTER NECA DB PENSION PLANAZ · 860323980-001 | Wilmington Trust | $200M |
B OF T IBEW LOCAL NO 640 & AZ CHAPTER NECA DEFINED CONTRIBUTION PLANAZ · 860323980-002 | Kelley Law Group | $120M |
B OF T IBEW LOCAL NOS 570 & 518 AND SOUTHERN AZ CHAP NECA PENSION PLANAZ · 866089862-001 | UBS Financial Services | $110M |
BOARD OF TRUSTEES ARIZONA SHEET METAL PENSION TRUST FUNDAZ · 866069718-001 | Wellington Trust Company | $96M |
PHOENIX PAINTERS' PENSION TRUST FUNDAZ · 866068085-001 | Kelley Law Group | $23M |
NM STATE CONFERENCE OF THE MASONS' PENSION TRUST FUNDNM · 856073938-001 | BAA Capital Advisors, Inc. | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $102,095 | 1y | - |
HIRZEL CANNING CO. & FARMSOH · 344412827-002 | $8M | 164 | $11,365 | 3y | - |
Flag exposure
0.0%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 (12)
Raw Schedule C names collapsed into Ryan Rapp Pacheco & Kelly PLC.
- HIRZEL CANNING COMPANY
- HISCOCK & BARCLAY, LLP
- HITACHI DIGITAL SERVICES LLC
- HITACHI SOLUTIONS AMERICA LTD
- RYAN RAPP & PACHECO
- RYAN RAPP & PACHECO PLC
- RYAN RAPP PACHECO & KELLEY PLC
- RYAN RAPP PACHECO & KELLY
- RYAN RAPP PACHECO & KELLY LLP
- RYAN RAPP PACHECO & KELLY PLC
- RYAN RAPP PACHECO & KELLY, PLC
- RYAN RAPP PACHECO KELLY PLC
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 Ryan Rapp Pacheco & Kelly PLC'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 | 0 | 0.00% | 1.76% | -1.76 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 Ryan Rapp Pacheco & Kelly PLC. 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 Ryan Rapp Pacheco & Kelly PLC'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 |
|---|---|---|
| Acadian Asset Management | 1 | 50.0% |
| Bridgewater Advisors Inc | 1 | 50.0% |
| Gartner Inc | 1 | 50.0% |
| Hamilton Lane | 1 | 50.0% |
| HUB International Insurance Services | 1 | 50.0% |
| Lazard Asset Management LLC | 1 | 50.0% |
| Lumin Financial LLC | 1 | 50.0% |
| Lutz Financial Services LLC | 1 | 50.0% |
| LWM Advisory Services LLC | 1 | 50.0% |
| The Marek Group Inc. | 1 | 50.0% |