PlanOptica

Filings through .

LT Trust Company

Matched across 5 name variants in the filings

Analytics

Market position · 2024

Plans served1-4 YoYRank #3290 of mapped providers
Assets under administration$00.0%Rank #9002 by share of filed assets
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY-20 won - 2 lostPlan-level switch detection

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