ABD INS. AND FINANCIAL SVCS., INC.broker
Benefits brokerage · plan year 2024 · page 2
Reported compensation · 2024
$33.8M
ABD INS. AND FINANCIAL SVCS., INC. was paid $33,807,921 in commissions and fees across 265 employer benefit plans in 2024, as reported on Schedule A ($5,189,828 of it as fees rather than commissions).
Client movement · 2023 → 2024
Gained 58 client planslost 59
won Cytel Inc.
won Imvu, Inc.
won Smartsheet, Inc.
lost Verifone, Inc.
lost Sumup, Inc
lost Ygrene Energy Fund
lost Metricstream, Inc.
Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.
Client plans · 2024265
Business for Social Responsibility CA$121,699
Conversica, Inc CA$119,277
Modern Treasury Corporation CA$117,955
Neuraflash LLC MA$117,598
Accela, Inc. CA$116,544
Instabase, Inc. CA$116,382
Fny Capital Management LP NY$115,573
HORIZON3 Ai, Inc. DE$115,470
Northland Control Systems, Inc. CA$115,406
Agilebits USA Inc DE$110,796
Silicon Valley Community Foundation CA$110,296
Cherry Technologies, Inc CA$108,043
Emergy, Inc. CO$105,310
Tyc Americas CA$104,528
Robinson Oil Corporation CA$102,806
Yamaichi Electronics U.S.A., Inc. CA$102,060
Empire Distribution, Inc. CA$101,953
Sweet James CA$100,080
Innovative Construction Solutions CA$98,818
Omada Health TX$98,661
Freeze-Dried Intermediate Holdings, LLC CA$98,332
Dreamscape Flamingo Road Management LLC NV$96,931
The Herrick Corporation CA$96,082
Amusement Industry, Inc. CA$95,162
Rockwell Healthcare, LLC CA$93,994
Signature Solar LLC TX$89,828
Tipalti, Inc. CA$88,790
Here North America, LLC IL$88,165
Suvoda, LLC PA$87,984
Fastly, Inc. CA$86,889
Crowdstreet Inc NY$86,552
Agility Robotics, Inc. OR$86,269
Dbt Labs, Inc PA$85,696
Hopkins Auto Group CA$81,708
Bluerock Therapeutics LP MA$80,948
Brilliant Earth, LLC CA$80,725
Starvista CA$80,654
Calm.com, Inc. CA$80,031
Apple Tree Partner Portfolio Companies MA$79,599
Camp Roofing, LTD TX$77,427
Redis, Inc. CA$77,231
Tawkify, Inc. DE$76,561
Pacific Agri-Products, Inc. CA$75,910
Western Digital Corporation CA$74,579
Recurly, Inc. CA$74,560
Crossroads Trading Company CA$73,974
Articulate Global, LLC NY$73,867
Natron Energy Inc CA$73,608
Paynearme, Inc. CA$71,923
Sana Biotechnology, Inc. WA$71,861
W. L. Butler CA$70,391
Moveworks, Inc CA$68,395
Marine Layer CA$67,520
Arbor Biotechnologies, Inc. MA$66,423
Deans & Homer CA$66,286
One True Holding Company KS$66,233
Dorfman Milano CA$64,272
Ambarella Corporation CA$63,915
Grove Collaborative, Inc. CA$63,456
Gladly Software, Inc. CA$61,743
Extreme Networks, Inc. NC$60,685
Vimo, Inc. CA$60,603
Across the Bridge Foundation CA$59,531
Flour & Water Hospitality Group CA$56,463
Ivalua, Inc. CA$55,444
Signifyd CA$54,893
Linden Research, Inc. CA$53,853
People.Ai CA$53,457
Actian Corporation CA$52,763
Ursus, Inc. CA$52,576
Sugarcrm Inc. CA$52,262
Branded Group, Inc. CA$50,669
National Underground Group, Inc. CA$50,631
Exo Imaging, Inc. CA$49,598
McKinney Vehicle Services, Inc. CA$49,511
Gong.Io CA$46,533
Concord Feed & Fuel, Inc. CA$45,155
Wrns Studio CA$44,561
Imvu, Inc. CA$44,326
Tigerconnect, Inc. CA$44,325
Steadfast Investment Properties, Inc. CA$43,600
Takeone Network LLC NY$43,570
Advantage Mailing, LLC CA$43,188
Procept Biorobotics Corporation CA$42,167
Zone & Company Software Consulting, LLC MA$41,272
San Jose Conservation Corps CA$40,645
Goanimate, Inc. CA$40,351
Specialized Retail Stores LLC CA$39,452
Dynatron Software, Inc. TX$38,704
Articulate Global, LLC NY$38,243
Quora, Inc. CA$37,118
Lusardi Construction Company CA$36,227
Al Advisors Management, Inc. CA$35,802
Planful, Inc. CA$35,598
Seesaw Learning, Inc. CA$35,223
Docker, Inc. CA$34,631
Redwood Oil Company CA$34,386
Vcom Solutions, Inc CA$33,583
A10 Networks, Inc. CA$33,344
Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the ABD INS. AND FINANCIAL SVCS., INC. brand.