PlanOptica

Filings through .

Acadian

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served7+1 YoYRank #2575 of mapped providers
Assets under administration$4.9B0.0%Rank #2306 by share of filed assets
Fees received$613,889Median $17,746/planSum across Schedule C direct + indirect
Net wins YoY-20 won - 2 lostPlan-level switch detection

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