PlanOptica

Filings through .

MJ Retirement

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served7Rank #2010 of mapped providers
Assets under administration$677M0.0%Rank #5532 by share of filed assets
Fees received$136,831Median $16,597/planSum across Schedule C direct + indirect
Net wins YoY+66 won - 0 lostPlan-level switch detection

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