Filings through .
Central Data Services
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served14+3 YoYRank #1046 of mapped providers
Assets under administration$2.5B0.0%Rank #3205 by share of filed assets
Fees received$2MMedian $79,361/planSum across Schedule C direct + indirect
Net wins YoY+34 won - 1 lostPlan-level switch detection
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