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
WORK DAY

Welfare broker

WORK DAY

Mailing address (most recent filing)

6110 STONERIDGE MALL RD

PLEASANTON, CA 94588

Total comp: $8K
Commissions: $-3K
Fees: $11K
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for WORK DAY.

No sponsors where WORK DAY 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
WORK DAY

Welfare broker

WORK DAY

Mailing address (most recent filing)

6110 STONERIDGE MALL RD

PLEASANTON, CA 94588

Total comp: $8K
Commissions: $-3K
Fees: $11K
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for WORK DAY.

No sponsors where WORK DAY 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