PlanOptica

Filings through .

William J. Turnbull

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served4+1 YoYRank #3177 of mapped providers
Assets under administration$3.0B0.0%Rank #3319 by share of filed assets
Fees received$382,228Median $95,557/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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