AUMdb

Optometric Management Group, Llc 401(k) Plan

Sponsored by Optometric Management Group, Llc · EIN 311743421 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · 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
Transamerica Financial Life Recordkeeping, Participant loan processing, Investment management fees (indirect) $6,691
Admin Group Dba Tag Resources Recordkeeping, Participant loan processing, Recordkeeping fees $2,321

Filing history

Plan year Assets Participants Source
01/01/2025 $0 0 ack 20251125121831NAL0001777059001
01/01/2024 $6.3M 154 ack 20251008135445NAL0005946369001