Filings through Oct 24, 2026.

Qualified Plan Advisors

Matched across 5 name variants in the filings

Market position · 2024

Plans served9-4 YoYRank #958 of mapped providers

Assets under administration$551M0.0%Share of filed assets - rank #3272

Fees received$197,600Median $21,518/planSum across Schedule C direct + indirect

Net wins YoY+36 won - 3 lostPlan-level switch detection

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