NEW HERRITAGE III

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #6038 of mapped providers

Assets under administration$2.0B0.0%Market share · rank #3067

Fees received$323,515Median $323,515/planSum across Schedule C direct + indirect

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

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