PREFERRED PENSION PLANNING

11 known aliases resolved via the canonical alias map

Market position · 2024

Plans served10+3 YoYRank #1299 of mapped providers

Assets under administration$273M0.0%Market share · rank #5885

Fees received$178,263Median $6,870/planSum across Schedule C direct + indirect

Net wins YoY+35 won · 2 lostPlan-level switch detection

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