PPA/TPA

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served13+3 YoYRank #980 of mapped providers

Assets under administration$327M0.0%Market share · rank #5634

Fees received$37,787Median $425/planSum across Schedule C direct + indirect

Net wins YoY+410 won · 6 lostPlan-level switch detection

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