Filings through Oct 24, 2026.

Withum

Matched across 3 name variants in the filings

Market position · 2024

Plans served11Rank #1272 of mapped providers

Assets under administration$1.0B0.0%Share of filed assets - rank #3955

Fees received$267,605Median $18,450/planSum across Schedule C direct + indirect

Net wins YoY+06 won - 6 lostPlan-level switch detection

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