PlanOptica

Filings through .

Fiduciary Management, Inc.

Matched across 8 name variants in the filings

Analytics

Market position · 2024

Plans served13-6 YoYRank #1085 of mapped providers
Assets under administration$2.7B0.0%Rank #2993 by share of filed assets
Fees received$1MMedian $71,553/planSum across Schedule C direct + indirect
Net wins YoY-50 won - 5 lostPlan-level switch detection

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