Plan Snapshot
- Plan Sponsor: Optimus Health Care, INC.
- Sponsor EIN: 060972166
- Sponsor Address: 982 EAST MAIN STREET, BRIDGEPORT, CT, 06608
- Plan Type: 403(b)
- 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. |
|---|---|---|---|---|
| 2025 | 356 | $28.6M | $0 | $0 |
| 2024 | 376 | $25.5M | $0 | $0 |
| 2023 | 403 | $24.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| WHITTLESEY | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $66,306 | $52,327 | — | — | — |
| 2024 | $66,378 | $48,391 | — | — | — |
| 2023 | $103,884 | $40,586 | $62,727 | — | — |