PlanOptica

Filings through .

Timothy J Halchuck

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served2Rank #5541 of mapped providers
Assets under administration$2M0.0%Share of filed assets - rank #9089
Fees received$60,005Median $30,003/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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