AUMdb

Optima Medical Management Group, Inc. 401(k) Profit Sharing Plan

Sponsored by Optima Medical Management Group, Inc. · EIN 474906232 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
176
With balances
279

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
Charles Schwab & Co., Inc. Shareholder servicing fees $0