Filings through Oct 24, 2026.

Matthew Rocco

Matched across 1 name variant in the filings

Market position · 2024

Plans served2+1 YoYRank #6133 of mapped providers

Assets under administration$76M0.0%Share of filed assets - rank #11482

Fees received$36,000Median $18,000/planSum across Schedule C direct + indirect

Net wins YoY+01 won - 1 lostPlan-level switch detection

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