Filings through .
Cem Benchmarking
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served9+3 YoYRank #1419 of mapped providers
Assets under administration$111.8B0.1%Rank #128 by share of filed assets
Fees received$212,055Median $26,100/planSum across Schedule C direct + indirect
Net wins YoY+44 won - 0 lostPlan-level switch detection
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