Filings through .
Barran Liebman LLP
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served4+3 YoYRank #4212 of mapped providers
Assets under administration$1.9B0.0%Rank #6379 by share of filed assets
Fees received$116,142Median $17,396/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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