PlanOptica

Filings through .

Schuchat, Cook & Werner

Matched across 5 name variants in the filings

Analytics

Market position · 2024

Plans served16Rank #1243 of mapped providers
Assets under administration$2.6B0.0%Rank #2362 by share of filed assets
Fees received$268,510Median $14,383/planSum across Schedule C direct + indirect
Net wins YoY-41 won - 5 lostPlan-level switch detection

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