# Optimus Health Care, INC. 403(b) Plan
Source: https://planprovider.pro/companies/optimus-health-care-inc-060972166-001

> Optimus Health Care, INC.'s 403(b) plan: 356 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Optimus Health Care, INC.

- **Sponsor EIN:** 060972166

- **Sponsor Address:** 982 EAST MAIN STREET, BRIDGEPORT, CT, 06608

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 356

- **Total Assets:** $28.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|356|$28.6M|$972,447|$1.2M|

| 2023|376|$25.5M|$788,619|$1.2M|

| 2022|403|$24.0M|$817,236|$1.3M|

## 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|

| KESTRA ADVISORY SERVICES LLC|Investment Advisor|$52,327|—|$52,327|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$13,979|—|$13,979|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES LLC](https://planprovider.pro/provider/kestra-advisory-services-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,306

- **Estimated Expense Ratio:** 0.232% 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|$66,306|$52,327|—|—|—|

| 2023|$66,378|$48,391|—|—|—|

| 2022|$103,884|$40,586|$62,727|—|—|

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