PlanOptica

Filings through .

Nukk-Freeman & Cerra PC

Matched across 4 name variants in the filings

Analytics

Market position · 2024

Plans served1Rank #3810 of mapped providers
Assets under administration$00.0%Rank #11040 by share of filed assets
Fees received$4,490Median $4,490/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection

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