PlanOptica

Filings through .

Whitehawk

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served1Rank #10975 of mapped providers
Assets under administration$50M0.0%Rank #9806 by share of filed assets
Fees received$8,731Median $8,731/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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