SAX LLP
auditor15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2245 of mapped providers
Assets under administration$3.1B0.0%Market share · rank #2411
Fees received$134,848Median $22,000/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 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 SAX LLP plan look like?
Service mix · median fees per plan
Count of plans where SAX LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 3 | $18,000 | |
Contract AdministratorCode 13 | 1 | $33,598 | |
Direct payment from the plan; Other feesCode 50 | 1 | $46,250 |
Competitor overlap
Percent of SAX LLP'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 SAX LLP.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | MIS DEPARTMENT | $2.9B |
HEBREW ACADEMY SPECIAL CHILDRENY · 112107335-002 | CBIZ | $19M |
Plans lost in 2024
Appeared last year under SAX LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
TREASURERS & TICKET SELLERS LOCAL 751 ANNUITY FUND BD OF TRUSTEESNY · 133038303-002 | Segal Marco Advisors | $113M |
NEW VISIONS FOR PUBLIC SCHOOLSNY · 133538961-001 | Raymond James & Associates, Inc. | $67M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | $2.9B | 45,702 | $46,250 | 1y | - |
ORACLE FINANCIAL SERVICES SOFTWARE, INC.NJ · 134200183-001 | $91M | 594 | $15,000 | 5y | - |
HEBREW ACADEMY SPECIAL CHILDRENNY · 112107335-002 | $21M | 472 | $22,000 | 2y | - |
INDIANA HARBOR BELT RAILROAD COMPANYIN · 366001389-001 | $16M | 235 | $33,598 | 10y | - |
SATCO PRODUCTS, INC.NY · 112070002-002 | $12M | 389 | $18,000 | 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 (15)
Raw Schedule C names collapsed into SAX LLP.
- HORIZONS RETIREMENT INCORPORATED
- HORIZONTAL ACTUARIAL SERVICE
- HORIZONTEK INC
- SAX ACCOUNTING
- SAX ACCOUNTING TAX ADVISORY
- SAX ACCOUNTING TAX ADVISORY LLP
- SAX BST
- SAX BST LLP
- SAX LLP
- SAX, LLP
- SAX/BST
- SAXBST
- SAXBST CPA'S
- SAXBST LLP
- SAXBST LLP, CPA'S
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 SAX LLP'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 SAX LLP. 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 SAX LLP'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 |
|---|---|---|
| Adeptis Partners, LLC | 1 | 20.0% |
| AGH Wealth Advisors | 1 | 20.0% |
| Artisan Funds | 1 | 20.0% |
| Constitution Capital | 1 | 20.0% |
| Earnest Partners | 1 | 20.0% |
| Financial Management Network Inc | 1 | 20.0% |
| Guidance Investment Advisors | 1 | 20.0% |
| Hamilton Lane | 1 | 20.0% |
| HBK Sorce Financial LLC | 1 | 20.0% |
| I Squared Capital | 1 | 20.0% |