Optech Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Optech, Llc · EIN 383460326 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 416
- With balances
- 385
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $16,979 |
| Capfinancial Partners Llc | Investment advisory (plan) | $15,453 |