PlanOptica

Filings through .

Bonnie Manning

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served1Rank #12924 of mapped providers
Assets under administration$21M0.0%Rank #10832 by share of filed assets
Fees received$18,238Median $18,238/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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