Filings through .
McAfee & Taft
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served8-3 YoYRank #1710 of mapped providers
Assets under administration$2.1B0.0%Rank #3526 by share of filed assets
Fees received$234,364Median $13,846/planSum across Schedule C direct + indirect
Net wins YoY-40 won - 4 lostPlan-level switch detection
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