Filings through .
Action Point Retirement
Matched across 5 name variants in the filings
Analytics
Market position · 2024
Plans served3+2 YoYRank #6527 of mapped providers
Assets under administration$2.1B0.0%Rank #12200 by share of filed assets
Fees received$49,205Median $19,184/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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