Filings through .
Jones Walker LLP
Matched across 8 name variants in the filings
Analytics
Market position · 2024
Plans served7+1 YoYRank #3045 of mapped providers
Assets under administration$7.8B0.0%Rank #4360 by share of filed assets
Fees received$122,320Median $17,740/planSum across Schedule C direct + indirect
Net wins YoY-31 won - 4 lostPlan-level switch detection
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