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PLANTE & MORAN, PLLC

82 known aliases resolved via the canonical alias map

Market position · 2024

Plans served259-1 YoYRank #96 of mapped providers
Assets under administration$140.4B0.2%Market share · rank #98
Fees received$8MMedian $20,946/planSum across Schedule C direct + indirect
Net wins YoY+677 won · 71 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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