PlanOptica

Filings through .

Pen Flex Inc

Matched across 5 name variants in the filings

Analytics

Market position · 2024

Plans served3+2 YoYRank #5255 of mapped providers
Assets under administration$108M0.0%Rank #8944 by share of filed assets
Fees received$34,398Median $8,914/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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