MILLENNIUM INVESTMENT & RETIREMENT

56 known aliases resolved via the canonical alias map

Market position · 2024

Plans served41-18 YoYRank #368 of mapped providers

Assets under administration$5.2B0.0%Market share · rank #1775

Fees received$5MMedian $15,968/planSum across Schedule C direct + indirect

Net wins YoY-125 won · 17 lostPlan-level switch detection

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