Section 403(b) Retirement Plan For Optimus Health Care, Inc.
Sponsored by Optimus Health Care, Inc. · EIN 060972166 · Plan #001
- Total assets
- $28.6M
- Net assets
- $28.6M
- Active participants
- 356
- With balances
- 394
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $52,327 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,979 |