PlanOptica

Filings through .

Cloudberry Creative, Inc.

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served5-1 YoYRank #2097 of mapped providers
Assets under administration$11.2B0.0%Rank #1123 by share of filed assets
Fees received$484,752Median $19,721/planSum across Schedule C direct + indirect
Net wins YoY-11 won - 2 lostPlan-level switch detection

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