Optim Orthopedics, Llc 401(k) Profit Sharing Plan
Sponsored by Optim Orthopedics, Llc · EIN 472413464 · Plan #001
- Total assets
- $46.3M
- Net assets
- $46.3M
- Active participants
- 238
- With balances
- 360
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $38,494 |
| Ennis, Pellum & Associates | Recordkeeping, Trustee (institutional), Other services | $24,950 |
| Hpm Partners, Llc | Recordkeeping, Trustee (institutional), Other services | $8,606 |
| Charles Schwab Investment Mgmt Inc. | Securities brokerage | $101 |