PlanOptica

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ERISA, Inc.

Matched across 8 name variants in the filings

Market position · 2024

Plans served8+5 YoYRank #1934 of mapped providers
Assets under administration$569M0.0%Share of filed assets - rank #6015
Fees received$107,659Median $4,965/planSum across Schedule C direct + indirect
Net wins YoY+33 won - 0 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

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Large plans that name Erisa as recordkeeper and list their funds in their filing.

Plans
1
$8.3M in funds
In collective trusts
0%
average plan
In Erisa funds
0%
average plan
In index funds
0%
average plan

Top managers in these lineups

ManagerPlans
Capital Group1

Target-date series

SeriesPlans
American Funds Target Date1

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.