Filings through .
James Farrell
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served2Rank #4815 of mapped providers
Assets under administration$13.4B0.0%Rank #1017 by share of filed assets
Fees received$32,000Median $16,000/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection
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