Filings through .
Jacobs Levy
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served6-1 YoYRank #2127 of mapped providers
Assets under administration$40.8B0.0%Rank #390 by share of filed assets
Fees received$4MMedian $342,128/planSum across Schedule C direct + indirect
Net wins YoY-20 won - 2 lostPlan-level switch detection
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