Filings through .
Porter Wright Morris & Arthur LLP
Matched across 11 name variants in the filings
Analytics
Market position · 2024
Plans served5Rank #1909 of mapped providers
Assets under administration$1.6B0.0%Rank #1740 by share of filed assets
Fees received$55,924Median $8,587/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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