PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
DAVID W WHITE INC.

Welfare broker

DAVID W WHITE INC.

Mailing address (most recent filing)

STE 200

3150 CROW CANYON PL

SAN RAMON, CA 94583

Total comp: $5K
Commissions: $5K
Fees: $0
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for DAVID W WHITE INC..

No sponsors where DAVID W WHITE INC. is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
DAVID W WHITE INC.

Welfare broker

DAVID W WHITE INC.

Mailing address (most recent filing)

STE 200

3150 CROW CANYON PL

SAN RAMON, CA 94583

Total comp: $5K
Commissions: $5K
Fees: $0
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for DAVID W WHITE INC..

No sponsors where DAVID W WHITE INC. is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms