PlanOptica

Filings through .

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PCS

Matched across 5 name variants in the filings

Market position · 2024

Plans served6+2 YoYRank #1818 of mapped providers
Assets under administration$695M0.0%Share of filed assets - rank #5453
Fees received$210,074Median $32,989/planSum across Schedule C direct + indirect
Net wins YoY+33 won - 0 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name PCS as recordkeeper and list their funds in their filing.

Plans
2
$18.3M in funds
In collective trusts
0%
average plan
In PCS funds
0%
average plan
In index funds
16%
average plan

Top managers in these lineups

ManagerPlans
Vanguard2
Fidelity (FMR)1
T. Rowe Price1
Affiliated Managers Group1

Target-date series

SeriesPlans
Vanguard Target Retirement1

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.