Filings through .
Employee 1010
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served2Rank #4208 of mapped providers
Assets under administration$9.2B0.0%Rank #1408 by share of filed assets
Fees received$291,388Median $145,694/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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