PlanOptica

Filings through .

ERISA Services, Incl

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served2Rank #4300 of mapped providers
Assets under administration$12M0.0%Rank #12267 by share of filed assets
Fees received$23,533Median $11,767/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection

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ERISA Services, Incl 401(k) Clients: 2 Plans, $12.2M (2024) - PlanOptica