PlanOptica

Filings through .

Arnold & Kadjan

Matched across 6 name variants in the filings

Analytics

Market position · 2024

Plans served13+1 YoYRank #1322 of mapped providers
Assets under administration$6.9B0.0%Rank #1693 by share of filed assets
Fees received$1MMedian $51,020/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection

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