PlanOptica

Filings through .

HS Management Partners, LLC

Matched across 7 name variants in the filings

Analytics

Market position · 2024

Plans served9-3 YoYRank #1259 of mapped providers
Assets under administration$13.3B0.0%Rank #982 by share of filed assets
Fees received$703,946Median $47,831/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection

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