Original filing (PDF)20260312145024NAL0006488689001

Optimus Health Care, Inc.

Name: Optimus Health Care, Inc. — Section 403(b), Form 5500 (2024)
Creator: Optimus Health Care, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Section 403(b) Retirement Plan for Optimus Health Care, Inc.

403(b) retirement plan · Optimus Health Care, Inc.'s Section 403(b) Retirement Plan for Optimus Health Care, Inc. held $28.6M in plan assets for 356 participants in 2024, with Empower as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

356

Accounts w/ balance

394

Plan assets (EOY)

$28.6M

Net assets (EOY)

$28.6M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMUS HEALTH CARE, INC..

Plan sponsor

Name

OPTIMUS HEALTH CARE, INC.

EIN

06-0972166all filings

Address

982 EAST MAIN STREET · BRIDGEPORT, CT · 06608

Phone

(203) 696-3260

Industry

Outpatient Care Centers· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WHITTLESEY

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES LLC	—	AUSTIN, TX	INVESTMENT ADVISOR	$52K	—

Investments

31 direct securities· $28.1M(98% of reported assets)

Other securities

$12.6M

5 holdings

Mutual Funds

$12.3M

22 holdings

Common Collective Trusts

$2.8M

2 holdings

Common Stocks

$230K

1 holding

U.S. Treasuries

$130K

1 holding

					% of plan
Empower General Account	Other securities	—	—	$6.3M	22.0%
JPMorgan Large Cap Growth R6	Other securities	—	—	$5.1M	17.9%
Fidelity 500 Index	Common Collective Trusts	—	—	$2.1M	7.4%
American Funds 2045 Target Date Retire R6	Mutual Funds	—	—	$1.6M	5.4%
American Funds 2035 Target Date Retire R6	Mutual Funds	—	—	$1.4M	4.9%
American Funds 2050 Target Date Retire R6	Mutual Funds	—	—	$1.1M	3.7%
MFS Value R6	Mutual Funds	—	—	$1.1M	3.7%
JPMorgan Mid Cap Growth R6	Other securities	—	—	$998K	3.5%
American Funds 2055 Target Date Retire R6	Mutual Funds	—	—	$990K	3.5%
Invesco Core Bond R6	Mutual Funds	—	—	$977K	3.4%
American Funds 2040 Target Date Retire R6	Mutual Funds	—	—	$945K	3.3%
Calvert US Large Cap Core RSPNB IDX I	Common Collective Trusts	—	—	$706K	2.5%
American Funds 2060 Target Date Retire R6	Mutual Funds	—	—	$661K	2.3%
American Funds 2025 Target Date Retire R6	Mutual Funds	—	—	$623K	2.2%
DFA Global Equity I	Mutual Funds	—	—	$568K	2.0%
American Funds 2030 Target Date Retire R6	Mutual Funds	—	—	$526K	1.8%
Janus Henderson Venture N	Mutual Funds	—	—	$482K	1.7%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$330K	1.2%
MassMutual Inf-Prot And Inc I	Common Stocks	—	—	$230K	0.8%
Fidelity Mid Cap Index	Mutual Funds	—	—	$221K	0.8%
Fidelity Small Cap Index	Mutual Funds	—	—	$214K	0.7%
DFA International Core Equity I	Mutual Funds	—	—	$133K	0.5%
American Funds 2015 Target Date Retire R6	Mutual Funds	—	—	$132K	0.5%
Calvert Bond I	U.S. Treasuries	—	—	$130K	0.5%
American Funds American Balanced R6	Mutual Funds	—	—	$109K	0.4%
Allspring Special Mid Cap Value R6	Other securities	—	—	$106K	0.4%
DFA Emerging Markets Social Core Equity	Mutual Funds	—	—	$102K	0.4%
Allspring Special Small Cap Value R6	Other securities	—	—	$91K	0.3%
American Funds 2065 Target Date Retire R6	Mutual Funds	—	—	$85K	0.3%
MFS Global Real Estate R6	Mutual Funds	—	—	$61K	0.2%
American Funds 2020 Target Date Retire R6	Mutual Funds	—	—	$38K	0.1%