PlanOptica

Filings through .

DS & B, Ltd

Matched across 5 name variants in the filings

Analytics

Market position · 2024

Plans served4+3 YoYRank #10622 of mapped providers
Assets under administration$101M0.0%Rank #10733 by share of filed assets
Fees received$56,100Median $13,500/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection

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DS & B, Ltd 401(k) Clients: 4 Plans, $101M (2024) - PlanOptica