PlanOptica

Filings through .

Andco Consulting

Matched across 13 name variants in the filings

Analytics

Market position · 2024

Plans served11-97 YoYRank #360 of mapped providers
Assets under administration$2.6B0.0%Rank #1669 by share of filed assets
Fees received$390,145Median $27,500/planSum across Schedule C direct + indirect
Net wins YoY-575 won - 62 lostPlan-level switch detection

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