PlanOptica

Filings through .

HP Inc.

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served4+1 YoYRank #2950 of mapped providers
Assets under administration$16.2B0.0%Rank #874 by share of filed assets
Fees received$632,976Median $155,817/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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