Filings through .
Kerberrose
Matched across 8 name variants in the filings
Analytics
Market position · 2024
Plans served6+1 YoYRank #2481 of mapped providers
Assets under administration$107M0.0%Rank #9622 by share of filed assets
Fees received$56,500Median $9,100/planSum across Schedule C direct + indirect
Net wins YoY-11 won - 2 lostPlan-level switch detection
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