# Opko Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/opko-health-inc-401k-plan

> Opko Health, INC.'s 401(k) plan: 2,272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Opko Health, INC.

- **Sponsor EIN:** 752402409

- **Sponsor Address:** 4400 BISCAYNE BLVD, MIAMI, FL, 33137

- **Plan Type:** 401(k)

- **Total Participants:** 2,272

- **Total Assets:** $225.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,272|$225.1M|$6.8M|$14.9M|

| 2023|3,226|$207.6M|$14.7M|$15.8M|

| 2022|4,047|$169.0M|$9.6M|$19.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$296,290|—|$296,290|

| CREATIVE PLANNING LLC|INVESTMENT ADVISOR|$80,000|—|$80,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$66,880|—|$66,880|

| SOCORRO PARTNERS CPA'S&ADVISORS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $443,170

- **Estimated Expense Ratio:** 0.197% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$443,170|$146,880|$1,200|—|—|

| 2023|$400,759|$151,837|—|—|—|

| 2022|$508,366|$53,647|—|—|—|

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