PlanOptica

Filings through .

Busey Bank

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served8+3 YoYRank #1602 of mapped providers
Assets under administration$2.1B0.0%Rank #3458 by share of filed assets
Fees received$595,633Median $45,052/planSum across Schedule C direct + indirect
Net wins YoY+33 won - 0 lostPlan-level switch detection

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