YOSHIDA & ASSOCIATES

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Market position · 2024

Plans served7+4 YoYRank #1994 of mapped providers

Assets under administration$1.6B0.0%Market share · rank #3875

Fees received$311,438Median $60,381/planSum across Schedule C direct + indirect

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

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