Filings through .
Fermata 401(k), LLC
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served8+6 YoYRank #2310 of mapped providers
Assets under administration$2.9B0.0%Rank #3656 by share of filed assets
Fees received$189,827Median $19,223/planSum across Schedule C direct + indirect
Net wins YoY+33 won - 0 lostPlan-level switch detection
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