401K INVESTMENT PROF.

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Market position · 2024

Plans served6+1 YoYRank #1890 of mapped providers

Assets under administration$70M0.0%Market share · rank #7773

Fees received$173,588Median $25,001/planSum across Schedule C direct + indirect

Net wins YoY+11 won · 0 lostPlan-level switch detection

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