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INCOME RESEARCH & MANAGEMENT

41 known aliases resolved via the canonical alias map

Market position · 2024

Plans served93+2 YoYRank #215 of mapped providers
Assets under administration$88.5B0.1%Market share · rank #160
Fees received$16MMedian $103,836/planSum across Schedule C direct + indirect
Net wins YoY+19 won · 8 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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