Filings through .
Summitry LLC
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served5+1 YoYRank #11819 of mapped providers
Assets under administration$56.7B0.0%Rank #9264 by share of filed assets
Fees received$59,934Median $13,666/planSum across Schedule C direct + indirect
Net wins YoY-30 won - 3 lostPlan-level switch detection
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