PlanOptica

Filings through .

Ocm Mezz III

Matched across 14 name variants in the filings

Analytics

Market position · 2024

Plans served2+1 YoYRank #5694 of mapped providers
Assets under administration$281M0.0%Rank #3211 by share of filed assets
Fees received$168,777Median $84,389/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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