QUALIFIED PLAN CONSULTANS

11 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4Rank #2401 of mapped providers

Assets under administration$45M0.0%Market share · rank #8401

Fees received$54,499Median $2,610/planSum across Schedule C direct + indirect

Net wins YoY+01 won · 1 lostPlan-level switch detection

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