Optima Tax Relief, Llc 401(k) Profit Sharing Plan
Sponsored by Optima Tax Relief, Llc · EIN 272793788 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 363
- With balances
- 258
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 |
|---|---|---|
| Gibbs Wealth Management, Llc CRD 281621 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $48,029 |
| Gibbs Wealth Management, Llc | Investment advisory (plan) | $22,484 |
| Fiduciary Outsourcing, Llc Dba Pma | Recordkeeping, Participant loan processing, Recordkeeping fees | $20,942 |
| Pensionmark Financial Group Llc | Investment advisory (plan) | $10,379 |
| Pensionmark Securities | Investment advisory (plan) | $9,559 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $3 |