Filings through .
Friday Eldredge & Clark
Matched across 17 name variants in the filings
Analytics
Market position · 2024
Plans served11-4 YoYRank #1140 of mapped providers
Assets under administration$9.6B0.0%Rank #1257 by share of filed assets
Fees received$167,701Median $11,113/planSum across Schedule C direct + indirect
Net wins YoY-22 won - 4 lostPlan-level switch detection
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