Filings through .
Epoch Consulting Group
Matched across 9 name variants in the filings
Analytics
Market position · 2024
Plans served3-1 YoYRank #3049 of mapped providers
Assets under administration$8.7B0.0%Rank #1475 by share of filed assets
Fees received$2MMedian $154,237/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection
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