PlanOptica

Filings through .

Franklin

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served2Rank #5240 of mapped providers
Assets under administration$11M0.0%Rank #12371 by share of filed assets
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection

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