Optalis Professional Services, Llc 401(k) Plan
Sponsored by Optalis Professional Services, Llc · EIN 842318500 · Plan #001
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 4,097
- With balances
- 883
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 |
|---|---|---|
| John Hancock | Recordkeeping fees, Participant loan processing, Recordkeeping | $67,327 |
| Merrill Lynch | Investment advisory (plan) | $45,747 |