PlanOptica

Filings through .

Yanulis & Associates

Matched across 6 name variants in the filings

Analytics

Market position · 2024

Plans served2+1 YoYRank #9530 of mapped providers
Assets under administration$15M0.0%Rank #12734 by share of filed assets
Fees received$3,625Median $1,813/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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