PlanOptica

Filings through .

Actuarial Pension Analysts, Inc.

Matched across 10 name variants in the filings

Analytics

Market position · 2024

Plans served21+1 YoYRank #847 of mapped providers
Assets under administration$495M0.0%Rank #6352 by share of filed assets
Fees received$253,373Median $9,835/planSum across Schedule C direct + indirect
Net wins YoY-23 won - 5 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Large plans that name Actuarial Pension Analysts as recordkeeper and list their funds in their filing.

Plans
1
$11.3M in funds
In collective trusts
0%
average plan
In Actuarial Pension Analysts funds
0%
average plan
In index funds
<1%
average plan

Top managers in these lineups

ManagerPlans
Capital Group1

Target-date series

None.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.