TRUSTEED RETIREMENT PROGRAM

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Market position · 2024

Plans served14+1 YoYRank #1038 of mapped providers

Assets under administration$636M0.0%Market share · rank #4745

Fees received$87,694Median $3,945/planSum across Schedule C direct + indirect

Net wins YoY+11 won · 0 lostPlan-level switch detection

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