PlanOptica

Filings through .

First Pacific Advisors, LLC

Matched across 11 name variants in the filings

Analytics

Market position · 2024

Plans served14Rank #1089 of mapped providers
Assets under administration$24.9B0.0%Rank #587 by share of filed assets
Fees received$2MMedian $61,808/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection

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