Filings through .
Scheffel Boyle
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served12+2 YoYRank #1196 of mapped providers
Assets under administration$1.9B0.0%Rank #3662 by share of filed assets
Fees received$275,930Median $20,563/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection
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