Filings through .
Planningteam, Inc.
Matched across 2 name variants in the filings
Analytics
Market position · 2024
Plans served1-1 YoYRank #8314 of mapped providers
Assets under administration$17M0.0%Rank #11781 by share of filed assets
Fees received$41,105Median $41,105/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection
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