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CROWE LLP

32 known aliases resolved via the canonical alias map

Market position · 2024

Plans served255+6 YoYRank #98 of mapped providers
Assets under administration$188.5B0.2%Market share · rank #80
Fees received$8MMedian $25,607/planSum across Schedule C direct + indirect
Net wins YoY+760 won · 53 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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