Filings through .
Marshfield Associates
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served6+1 YoYRank #2341 of mapped providers
Assets under administration$835M0.0%Rank #5507 by share of filed assets
Fees received$678,488Median $95,869/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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