PlanOptica

Filings through .

D E Shaw & Co

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served1Rank #0 of mapped providers
Assets under administration$50M0.0%Rank #0 by share of filed assets
Fees received$23,068Median $23,068/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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