PlanOptica

Filings through .

Carillon Eagle

Matched across 9 name variants in the filings

Analytics

Market position · 2024

Plans served5+1 YoYRank #2003 of mapped providers
Assets under administration$227M0.0%Rank #7224 by share of filed assets
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY+23 won - 1 lostPlan-level switch detection

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