Filings through .
Dearborn Partners
Matched across 5 name variants in the filings
Analytics
Market position · 2024
Plans served11-2 YoYRank #1361 of mapped providers
Assets under administration$13.0B0.0%Rank #1156 by share of filed assets
Fees received$1MMedian $78,428/planSum across Schedule C direct + indirect
Net wins YoY-30 won - 3 lostPlan-level switch detection
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