Filings through .
KBF CPAS LLP
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served3-7 YoYRank #1313 of mapped providers
Assets under administration$428M0.0%Rank #2028 by share of filed assets
Fees received$35,500Median $11,500/planSum across Schedule C direct + indirect
Net wins YoY+14 won - 3 lostPlan-level switch detection
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