Optima Dermatology Partners Retirement Plan
Sponsored by Optima Dermatology Partners, Llc · EIN 824641383 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 446
- With balances
- 321
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment advisory (participants), Investment advisory (plan) | $28,240 |
| Ascensus Llc | Recordkeeping | $24,764 |