PlanOptica

Filings through .

Capital Advantage Inc

Matched across 5 name variants in the filings

Analytics

Market position · 2024

Plans served6Rank #2520 of mapped providers
Assets under administration$32.2B0.0%Rank #697 by share of filed assets
Fees received$234,626Median $22,294/planSum across Schedule C direct + indirect
Net wins YoY-20 won - 2 lostPlan-level switch detection

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