HERITAGE PENSION ADVISORS, LLC

28 known aliases resolved via the canonical alias map

Market position · 2024

Plans served14-10 YoYRank #878 of mapped providers

Assets under administration$235M0.0%Market share · rank #4648

Fees received$443,283Median $24,179/planSum across Schedule C direct + indirect

Net wins YoY-70 won · 7 lostPlan-level switch detection

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