Filings through .
Ross & Company
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served2Rank #0 of mapped providers
Assets under administration$22M0.0%Rank #0 by share of filed assets
Fees received$26,250Median $13,125/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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