Filings through .
Gerber Taylor
Matched across 8 name variants in the filings
Analytics
Market position · 2024
Plans served4Rank #3126 of mapped providers
Assets under administration$1.4B0.0%Rank #4884 by share of filed assets
Fees received$194,836Median $56,324/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection
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