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QUALIFIED PLANS, LLC

39 known aliases resolved via the canonical alias map

Market position · 2024

Plans served62+6 YoYRank #313 of mapped providers
Assets under administration$3.1B0.0%Market share · rank #2450
Fees received$990,728Median $8,400/planSum across Schedule C direct + indirect
Net wins YoY+617 won · 11 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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