Filings through .
Audax
Matched across 26 name variants in the filings
Analytics
Market position · 2024
Plans served10-1 YoYRank #1299 of mapped providers
Assets under administration$79.3B0.1%Rank #190 by share of filed assets
Fees received$19MMedian $294,855/planSum across Schedule C direct + indirect
Net wins YoY+02 won - 2 lostPlan-level switch detection
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