Filings through .
Monarch Plan Advisors
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served7Rank #1552 of mapped providers
Assets under administration$292M0.0%Rank #7043 by share of filed assets
Fees received$300,072Median $37,500/planSum across Schedule C direct + indirect
Net wins YoY+12 won - 1 lostPlan-level switch detection
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