Filings through .
RR Donnelley
Matched across 16 name variants in the filings
Analytics
Market position · 2024
Plans served9+4 YoYRank #2027 of mapped providers
Assets under administration$68.4B0.1%Rank #296 by share of filed assets
Fees received$772,595Median $31,883/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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