Filings through .
Key Trust
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served6Rank #1883 of mapped providers
Assets under administration$1.3B0.0%Rank #4576 by share of filed assets
Fees received$252,010Median $27,208/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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