PlanOptica

Filings through .

Second Line Capital LLC

Matched across 4 name variants in the filings

Analytics

Market position · 2024

Plans served14+7 YoYRank #1303 of mapped providers
Assets under administration$306M0.0%Rank #8225 by share of filed assets
Fees received$334,861Median $15,040/planSum across Schedule C direct + indirect
Net wins YoY+45 won - 1 lostPlan-level switch detection

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