PlanOptica

Filings through .

Salmin, Et Al

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served1Rank #8449 of mapped providers
Assets under administration$26M0.0%Rank #10882 by share of filed assets
Fees received$11,150Median $11,150/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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