STRATEGIC PLAN SERVICES

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served4+3 YoYRank #2343 of mapped providers

Assets under administration$55M0.0%Market share · rank #8118

Fees received$49,884Median $8,530/planSum across Schedule C direct + indirect

Net wins YoY+34 won · 1 lostPlan-level switch detection

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