Filings through .
Thomas S. Terry
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served2Rank #0 of mapped providers
Assets under administration$31.6B0.0%Rank #0 by share of filed assets
Fees received$336,956Median $168,478/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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