PlanOptica

Filings through .

JDG & Associates LLP

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served2Rank #8023 of mapped providers
Assets under administration$25M0.0%Rank #12645 by share of filed assets
Fees received$14,000Median $7,000/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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