PlanOptica

Filings through .

Cox Holsted & Dimick PLC

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served2Rank #4658 of mapped providers
Assets under administration$95M0.0%Rank #8877 by share of filed assets
Fees received$44,703Median $22,352/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection

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