Filings through .
Fox Rothschild LLP
Matched across 8 name variants in the filings
Analytics
Market position · 2024
Plans served10+2 YoYRank #1181 of mapped providers
Assets under administration$5.8B0.0%Rank #2026 by share of filed assets
Fees received$288,762Median $12,938/planSum across Schedule C direct + indirect
Net wins YoY+47 won - 3 lostPlan-level switch detection
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