PlanOptica

Filings through .

Henjes Conner & Williams PC

Matched across 10 name variants in the filings

Analytics

Market position · 2024

Plans served5Rank #2140 of mapped providers
Assets under administration$330M0.0%Rank #6805 by share of filed assets
Fees received$68,805Median $10,800/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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