PlanOptica

Filings through .

Linea Solutions

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served2+1 YoYRank #5141 of mapped providers
Assets under administration$31.4B0.0%Rank #465 by share of filed assets
Fees received$3MMedian $1M/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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