Filings through .
Day Pitney LLP
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served6-2 YoYRank #1599 of mapped providers
Assets under administration$27.2B0.0%Rank #454 by share of filed assets
Fees received$417,960Median $32,007/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection
See full Day Pitney LLP analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets