What public Form 5500 filings show about the Optima Medical Management Group, Inc. 401(k) plan — and how to find and check your own account.
Optima Medical Management Group, Inc. (EIN 47-4906232) reports OPTIMA MEDICAL MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.8M in plan assets across 176 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Optima Medical Management Group, Inc. filing — schedules, fees, and providers.
Optima Medical Management Group, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Optima Medical Management Group, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
