PlanOptica

Filings through .

Bca Watson Rice LLP

Matched across 7 name variants in the filings

Analytics

Market position · 2024

Plans served3-1 YoYRank #3249 of mapped providers
Assets under administration$4.6B0.0%Rank #2350 by share of filed assets
Fees received$108,900Median $38,600/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection

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