Optimae Lifeservices, Inc. Savings And Investment Plan
Sponsored by Optimae Liefservices Inc · EIN 421287333 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 1,181
- With balances
- 233
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 |
|---|---|---|
| Accel Wealth Management Llc CRD 286201 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $33,114 |
| Accel Wealth Management Llc | Investment advisory (plan), Other fees | $0 |