PlanOptica

Filings through .

Atcap Partners, LLC

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served3+1 YoYRank #4141 of mapped providers
Assets under administration$2.8B0.0%Rank #10794 by share of filed assets
Fees received$72,891Median $7,001/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection

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