PlanOptica

Filings through .

Wec Business Services LLC

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served8Rank #2013 of mapped providers
Assets under administration$2.8B0.0%Rank #2988 by share of filed assets
Fees received$200,523Median $13,661/planSum across Schedule C direct + indirect
Net wins YoY+66 won - 0 lostPlan-level switch detection

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