PlanOptica

Filings through .

Global Trading Analytics LLC

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served3Rank #3098 of mapped providers
Assets under administration$72.9B0.1%Rank #216 by share of filed assets
Fees received$36,407Median $9,492/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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