Filings through Oct 24, 2026.

Moss & Yantis

Matched across 6 name variants in the filings

Market position · 2024

Plans served3Rank #2742 of mapped providers

Assets under administration$37M0.0%Share of filed assets - rank #10063

Fees received$33,138Median $10,102/planSum across Schedule C direct + indirect

Net wins YoY+11 won - 0 lostPlan-level switch detection

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