Filings through .
Jenner & Block LLP
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served12-1 YoYRank #1183 of mapped providers
Assets under administration$39.9B0.0%Rank #409 by share of filed assets
Fees received$789,737Median $37,885/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection
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