Filings through .
IRA Group
Matched across 8 name variants in the filings
Analytics
Market position · 2024
Plans served12+5 YoYRank #1680 of mapped providers
Assets under administration$3.4B0.0%Rank #3204 by share of filed assets
Fees received$442,784Median $30,000/planSum across Schedule C direct + indirect
Net wins YoY+14 won - 3 lostPlan-level switch detection
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