Filings through .
Fisher & Phillips
Matched across 10 name variants in the filings
Analytics
Market position · 2024
Plans served9+2 YoYRank #2244 of mapped providers
Assets under administration$15.4B0.0%Rank #2131 by share of filed assets
Fees received$575,442Median $24,114/planSum across Schedule C direct + indirect
Net wins YoY-20 won - 2 lostPlan-level switch detection
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