PlanOptica

Filings through .

Cgrps

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served5-2 YoYRank #2191 of mapped providers
Assets under administration$16M0.0%Rank #10585 by share of filed assets
Fees received$10,978Median $1,610/planSum across Schedule C direct + indirect
Net wins YoY-22 won - 4 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Large plans that name Cgrps as recordkeeper and list their funds in their filing.

Plans
2
$24.8M in funds
In collective trusts
0%
average plan
In Cgrps funds
0%
average plan
In index funds
2%
average plan

Top managers in these lineups

Target-date series

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.