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TAFT STETTINIUS & HOLLISTER LLP

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served11+3 YoYRank #1326 of mapped providers
Assets under administration$9.2B0.0%Market share · rank #1288
Fees received$1MMedian $60,247/planSum across Schedule C direct + indirect
Net wins YoY+25 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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