PlanOptica

Filings through .

Arledge & Associates, P.C.

Matched across 5 name variants in the filings

Analytics

Market position · 2024

Plans served2Rank #10361 of mapped providers
Assets under administration$239M0.0%Rank #7673 by share of filed assets
Fees received$23,975Median $11,988/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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