PlanOptica

Filings through .

Actuarial Consulting Group

Matched across 4 name variants in the filings

Analytics

Market position · 2024

Plans served13+3 YoYRank #1251 of mapped providers
Assets under administration$376M0.0%Rank #6887 by share of filed assets
Fees received$115,683Median $6,345/planSum across Schedule C direct + indirect
Net wins YoY+15 won - 4 lostPlan-level switch detection

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