PlanOptica

Filings through .

Benefit Solutions, Etc.

Matched across 14 name variants in the filings

Analytics

Market position · 2024

Plans served9Rank #1678 of mapped providers
Assets under administration$276M0.0%Rank #7084 by share of filed assets
Fees received$223,865Median $8,271/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Large plans that name Benefit Solutions, ETC as recordkeeper and list their funds in their filing.

Plans
1
$988K in funds
In collective trusts
0%
average plan
In Benefit Solutions, ETC funds
0%
average plan
In index funds
0%
average plan

Top managers in these lineups

ManagerPlans
MFS (Sun Life)1

Target-date series

SeriesPlans
MFS Lifetime1

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.