PlanOptica

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Schmidt Advisory Services Inc

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served1Rank #12638 of mapped providers
Assets under administration$7M0.0%Rank #12536 by share of filed assets
Fees received$17,207Median $17,207/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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