PlanOptica

Filings through .

Anna Bosmans

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served2Rank #3972 of mapped providers
Assets under administration$9.0B0.0%Rank #1437 by share of filed assets
Fees received$146,453Median $73,227/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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