WRITE ON TARGET

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1Rank #4310 of mapped providers

Assets under administration$1.1B0.0%Market share · rank #3452

Fees received$5,375Median $5,375/planSum across Schedule C direct + indirect

Net wins YoY+22 won · 0 lostPlan-level switch detection

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