PlanOptica

Filings through .

Johnson Oconnor

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served1Rank #6999 of mapped providers
Assets under administration$15M0.0%Rank #11621 by share of filed assets
Fees received$17,600Median $17,600/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection

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