Filings through .
Lockbox
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served1Rank #6544 of mapped providers
Assets under administration$205M0.0%Rank #8988 by share of filed assets
Fees received$35,439Median $35,439/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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