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CHERRY BEKAERT LLP

47 known aliases resolved via the canonical alias map

Market position · 2024

Plans served87+31 YoYRank #227 of mapped providers
Assets under administration$19.7B0.0%Market share · rank #678
Fees received$2MMedian $14,962/planSum across Schedule C direct + indirect
Net wins YoY+3155 won · 24 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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