Filings through Oct 24, 2026.

J Taylor & Associates LLC

Matched across 3 name variants in the filings

Market position · 2024

Plans served1Rank #8999 of mapped providers

Assets under administration$130M0.0%Share of filed assets - rank #8422

Fees received$40,003Median $40,003/planSum across Schedule C direct + indirect

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

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