PlanOptica

Filings through .

Grp Financial

Matched across 7 name variants in the filings

Analytics

Market position · 2024

Plans served13+2 YoYRank #1300 of mapped providers
Assets under administration$856M0.0%Rank #5086 by share of filed assets
Fees received$413,023Median $21,663/planSum across Schedule C direct + indirect
Net wins YoY+03 won - 3 lostPlan-level switch detection

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