How big is Optimum Healthcare IT, LLC's plan?

Optimum Healthcare IT, LLC's plan reported $14.5M in assets and 476 participants for 2024.

Original filing (PDF)20251015103454NAL0002152771001

Optimum Healthcare IT, LLC

Name: Optimum Healthcare IT, LLC — Optimum HIT LLC 401(k), Form 5500 (2024)
Creator: Optimum Healthcare IT, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Optimum HIT LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Optimum Healthcare IT, LLC's Optimum HIT LLC 401(k) Profit Sharing Plan & Trust held $14.5M in plan assets for 476 participants in 2024, with Empower as recordkeeper.

Active participants

476

Accounts w/ balance

339

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

Plan identifiers

Optimum Healthcare IT, LLC's EIN is 45-4481569.

EIN 45-4481569

Plan number 001

Plan year 2024

ACK ID 20251015103454NAL0002152771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optimum Healthcare IT, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optimum Healthcare IT, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMUM HEALTHCARE IT, LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

OPTIMUM HEALTHCARE IT, LLC

EIN

all filings

Address

1300 MARSH LANDING · SUITE 111 · JACKSONVILLE BEACH, FL · 32250

Phone

(904) 373-0831

Industry

Professional & Technical Services

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$78K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MANAGEMENT	$12K

Investments

29 direct securities· $14.4M(99% of reported assets)

Mutual Funds

$9.4M

16 holdings

Common Collective Trusts

$3.4M

4 holdings

Other securities

$1.4M

8 holdings

Guaranteed Income / GIC

$246K

1 holding

					% of plan
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$1.6M	11.1%
Vanguard Information Technology Idx Adm	Common Collective Trusts	—	—	$1.3M	9.0%
Capital Group American Funds 2045 Trgt Date Retire R6	Mutual Funds	—	—	$1.2M	8.6%
Capital Group American Funds 2030 Trgt Date Retire R6	Mutual Funds	—	—	$1.1M	7.9%
Capital Group American Funds 2050 Trgt Date Retire R6	Mutual Funds	—	—	$1.0M	6.9%
Capital Group American Funds 2035 Trgt Date Retire R6	Mutual Funds	—	—	$838K	5.8%
Capital Group American Funds 2040 Trgt Date Retire R6	Mutual Funds	—	—	$827K	5.7%
Capital Group American Funds 2055 Trgt Date Retire R6	Mutual Funds	—	—	$791K	5.5%
Vanguard Total World Stock Index Admiral	Mutual Funds	—	—	$761K	5.3%
Vanguard Growth & Income Adm	Mutual Funds	—	—	$488K	3.4%
Capital Group American Funds 2060 Trgt Date Retire R6	Mutual Funds	—	—	$469K	3.2%
Fidelity International Index	Mutual Funds	—	—	$386K	2.7%
JP Morgan Jpmorgan U. S. Value R6	Other securities	—	—	$332K	2.3%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$318K	2.2%
Fidelity Small Cap Index	Mutual Funds	—	—	$298K	2.1%
JP Morgan Jpmorgan Large Cap Growth R6	Other securities	—	—	$296K	2.0%
Vanguard Mid- Cap Value Index Admiral	Mutual Funds	—	—	$287K	2.0%
Blackrock High Yield Bond Portfolio K	Other securities	—	—	$251K	1.7%
Vanguard Emerging Mkts Stock Idx Adm	Common Collective Trusts	—	—	$246K	1.7%
* Great-West Key Guaranteed Portfolio Fund	Guaranteed Income / GIC	—	—	$246K	1.7%
Dimensional Fund Advisors Dfa Real Estate Securities I	Mutual Funds	—	—	$238K	1.6%
JP Morgan Jpmorgan Mid Cap Growth R6	Other securities	—	—	$204K	1.4%
Vanguard Mid Cap Index Fund - Admiral	Common Collective Trusts	—	—	$200K	1.4%
Capital Group American Funds 2025 Trgt Date Retire R6	Mutual Funds	—	—	$187K	1.3%
JP Morgan Jpmorgan Small Cap Growth R6	Other securities	—	—	$109K	0.8%
maturing through December 2029	Other securities	—	—	$90K	0.6%
Capital Group American Funds 2020 Trgt Date Retire R6	Mutual Funds	—	—	$87K	0.6%
Goldman Sachs Goldman Sachs Small Cp Val Insghts R6	Other securities	—	—	$74K	0.5%
Victory Government Securities R6	Other securities	—	—	$48K	0.3%