PlanOptica

Filings through .

Becker, Marc Douglas

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served1Rank #10025 of mapped providers
Assets under administration$27.4B0.0%Rank #539 by share of filed assets
Fees received$359,523Median $359,523/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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