PlanOptica

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Asset Planning Services, Inc.

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served1Rank #9749 of mapped providers
Assets under administration$17M0.0%Rank #11755 by share of filed assets
Fees received$148,935Median $148,935/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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Asset Planning Services, Inc. 401(k) Clients: 1 Plans, $16.9M (2024) - PlanOptica