Filings through .
ERISA Specialist
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served7-3 YoYRank #1823 of mapped providers
Assets under administration$145M0.0%Rank #8217 by share of filed assets
Fees received$205,043Median $21,400/planSum across Schedule C direct + indirect
Net wins YoY-31 won - 4 lostPlan-level switch detection
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