PlanOptica

Filings through .

CDS Administrators

Matched across 4 name variants in the filings

Analytics

Market position · 2024

Plans served10+1 YoYRank #1581 of mapped providers
Assets under administration$1.8B0.0%Rank #4078 by share of filed assets
Fees received$1MMedian $78,893/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 CDS Administrators as recordkeeper and list their funds in their filing.

Plans
8
$1.20B in funds
In collective trusts
9%
average plan
In CDS Administrators funds
0%
average plan
In index funds
36%
average plan

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.