Plan Snapshot
- Plan Sponsor: Optimum Healthcare It, LLC
- Sponsor EIN: 454481569
- Sponsor Address: 1300 MARSH LANDING, JACKSONVILLE BEACH, FL, 32250
- Plan Type: 401(k)
- Total Participants: 476
- Total Assets: $14.5M
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 | 476 | $14.5M | $409,273 | $2.4M |
| 2023 | 490 | $13.2M | $526,760 | $2.5M |
| 2022 | 321 | $10.2M | $408,517 | $2.3M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $101,775 | $13,687 | $8,028 | — | — |
| 2023 | $85,612 | $10,998 | $7,260 | — | — |
| 2022 | $65,352 | $65,352 | — | — | — |