Filings through .
KBF CPAS - Audit, LLP
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served9Rank #2822 of mapped providers
Assets under administration$6.6B0.0%Rank #4450 by share of filed assets
Fees received$140,574Median $15,000/planSum across Schedule C direct + indirect
Net wins YoY+44 won - 0 lostPlan-level switch detection
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