Filings through .
BPM LLP
Matched across 18 name variants in the filings
Analytics
Market position · 2024
Plans served11-9 YoYRank #953 of mapped providers
Assets under administration$5.0B0.0%Rank #2077 by share of filed assets
Fees received$283,906Median $21,400/planSum across Schedule C direct + indirect
Net wins YoY-46 won - 10 lostPlan-level switch detection
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