FINANCE DEPARTMENT

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2Rank #3684 of mapped providers

Assets under administration$12.6B0.0%Market share · rank #979

Fees received$422,936Median $211,468/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

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