PlanOptica

Filings through .

Faulkner, Hoffman & Phillips, LLC

Matched across 10 name variants in the filings

Analytics

Market position · 2024

Plans served19-1 YoYRank #731 of mapped providers
Assets under administration$3.5B0.0%Rank #2699 by share of filed assets
Fees received$648,533Median $17,506/planSum across Schedule C direct + indirect
Net wins YoY+23 won - 1 lostPlan-level switch detection

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