· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OPTIMUS MEDICAL GROUP — OPTIMUS MEDICAL GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015200501NAL0011070786001
OPTIMUS MEDICAL GROUP
Form 5500-SF
FILING_RECEIVED
OPTIMUS MEDICAL GROUP 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OPTIMUS MEDICAL GROUP
.
Find decision makers
Plan sponsor
Name
OPTIMUS MEDICAL GROUP
EIN
26-3763036
Address
870 MARKET ST STE 600 · SAN FRANCISCO, CA · 94102
Phone
(415) 397-0700
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
PALM OCCUPATIONAL MEDICINE INC
PALM OCCUPATIONAL MEDICINE INC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 42 participants
SPINE AND ORTHOPEDIC CENTER OF NEW MEXICO PC
SPINE AND ORTHOPEDIC CENTER OF NEW MEXICO 401(K) PLAN
$1.3M · 29 participants
ALBERT VEIN INSTITUTE, P.C.
ALBERT VEIN INSTITUTE, P.C. 401(K) PLAN
$1.3M · 20 participants
NEAL D. GOLDBERG M.D., P.C.
NEAL D. GOLDBERG, M.D., P.C. 401(K) PLAN
$1.3M · 4 participants
PEDIATRIC LUNG, ALLERGY, AND SLE
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PEDIATRIC LUNG, ALLERGY, AND SLEEP SPECIALIST, P.C. 401(K) PL
$1.3M · 11 participants
COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT, P.C.
COLORADO SPRINGS INTERVENTIONAL PAIN MANAGEMENT, P. C. 401(K) PROFIT SHARING PLAN
$1.3M · 17 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
