PlanOptica

Filings through .

Danziger & Markhoff LLP

Matched across 11 name variants in the filings

Analytics

Market position · 2024

Plans served12-1 YoYRank #1298 of mapped providers
Assets under administration$2.1B0.0%Rank #6846 by share of filed assets
Fees received$160,995Median $8,797/planSum across Schedule C direct + indirect
Net wins YoY-20 won - 2 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Large plans that name Danziger & Markhoff as recordkeeper and list their funds in their filing.

Plans
3
$80.0M in funds
In collective trusts
0%
average plan
In Danziger & Markhoff funds
0%
average plan
In index funds
47%
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.