PlanOptica

Filings through .

Dempsey Vantrease & Follis, PLLC

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served1Rank #8888 of mapped providers
Assets under administration$4M0.0%Rank #12848 by share of filed assets
Fees received$8,000Median $8,000/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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