Filings through .
Vedder Price
Matched across 9 name variants in the filings
Analytics
Market position · 2024
Plans served12+2 YoYRank #1221 of mapped providers
Assets under administration$6.2B0.0%Rank #1613 by share of filed assets
Fees received$917,177Median $22,160/planSum across Schedule C direct + indirect
Net wins YoY+24 won - 2 lostPlan-level switch detection
See full Vedder Price analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets