Plan Sponser signed Optimal Home Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Optimal Home Care, Inc.'s EIN is 20-1676501.
Download the official 2024 Form 5500 (PDF) for Optimal Home Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Optimal Home Care, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $782K | 18.0% | |
| American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $677K | 15.6% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $476K | 10.9% | |
| American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $421K | 9.7% | |
| MFS INTL DIVERSIFICATION R6 | Mutual Funds | — | — | $272K | 6.3% | |
| JP Morgan JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $265K | 6.1% | |
| Fidelity INTERNATIONAL INDEX | Mutual Funds | — | — | $263K | 6.0% | |
| Putnam LARGE CAP VALUE R6 | Mutual Funds | — | — | $224K | 5.2% | |
| American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 ** 71 American Funds AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $159K | 3.7% | |
| Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $153K | 3.5% | |
| American Funds AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $149K | 3.4% | |
| Empower EI Fixed Account - Series Class I , contract value | Other securities | — | — | $137K | 3.2% | |
| American Funds AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $126K | 2.9% | |
| Janus HENDERSON TRITON N | Mutual Funds | — | — | $84K | 1.9% | |
| Participant Notes Receivable Various rates and maturities | Participant loans | — | — | $42K | 1.0% | |
| American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $19K | 0.4% | |
| American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $9K | 0.2% | |
| Fidelity MID CAP INDEX | Mutual Funds | — | — | $9K | 0.2% | |
| PIMCO REAL RETURN INSTL | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
