Filings through .
Factset Research Systems Inc
Matched across 6 name variants in the filings
Analytics
Market position · 2024
Plans served12-2 YoYRank #1180 of mapped providers
Assets under administration$152.2B0.2%Rank #92 by share of filed assets
Fees received$2MMedian $163,049/planSum across Schedule C direct + indirect
Net wins YoY-22 won - 4 lostPlan-level switch detection
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