LEADING RETIREMENT SOLUTIONS

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served12+3 YoYRank #1119 of mapped providers

Assets under administration$171M0.0%Market share · rank #6482

Fees received$420,536Median $23,079/planSum across Schedule C direct + indirect

Net wins YoY+36 won · 3 lostPlan-level switch detection

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