PlanOptica

Filings through .

Abbey E. Blatt

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served1Rank #6485 of mapped providers
Assets under administration$38M0.0%Rank #10623 by share of filed assets
Fees received$5,750Median $5,750/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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