PlanOptica

Filings through .

Efinancial Alliance, LLC

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served3+2 YoYRank #2939 of mapped providers
Assets under administration$43M0.0%Rank #10399 by share of filed assets
Fees received$132,453Median $54,275/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection

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