PlanOptica

Filings through .

James H. Duff

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served1-2 YoYRank #3008 of mapped providers
Assets under administration$163M0.0%Rank #5842 by share of filed assets
Fees received$43,382Median $43,382/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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