SPECIALIZED RETIREMENT CONSULTANTS

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Market position · 2024

Plans served2+1 YoYRank #11024 of mapped providers

Assets under administration$336M0.0%Market share · rank #6584

Fees received$134,000Median $67,000/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

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