PlanOptica

Filings through .

Aston Carter Inc

Matched across 5 name variants in the filings

Analytics

Market position · 2024

Plans served2-3 YoYRank #3110 of mapped providers
Assets under administration$32.3B0.0%Rank #435 by share of filed assets
Fees received$63,106Median $31,553/planSum across Schedule C direct + indirect
Net wins YoY-20 won - 2 lostPlan-level switch detection

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