Filings through .
Perry Banks
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served1Rank #13080 of mapped providers
Assets under administration$95M0.0%Rank #8869 by share of filed assets
Fees received$5,660Median $5,660/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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