Filings through .
Alta Trust
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served6Rank #2272 of mapped providers
Assets under administration$253M0.0%Rank #7223 by share of filed assets
Fees received$54,114Median $7,938/planSum across Schedule C direct + indirect
Net wins YoY-11 won - 2 lostPlan-level switch detection
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