PlanOptica

Filings through .

T. E. Lott and Comapny

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served1Rank #11762 of mapped providers
Assets under administration$13M0.0%Rank #12122 by share of filed assets
Fees received$10,198Median $10,198/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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