Oscar Medina signed Optima Medical Management Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Optima Medical Management Group, Inc.'s EIN is 47-4906232.
Download the official 2024 Form 5500 (PDF) for Optima Medical Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Optima Medical Management Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SSIM State Street Balanced Index K | Other securities | — | — | $2.0M | 71.0% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $172K | 6.1% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $86K | 3.0% | |
| Franklin Templeton Investments Putnam Large Cap Growth Y | Mutual Funds | — | — | $82K | 2.9% | |
| Cash, interest-bearing Schwab Bank Savings | Mutual Funds | — | — | $81K | 2.8% | |
| BNY Mellon BNY Mellon Dynamic Value Fund | Other securities | — | — | $61K | 2.1% | |
| Federated Hermes Instl High Yield Bd IS | Other securities | — | — | $46K | 1.6% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $45K | 1.6% | |
| BlackRock Strategic Income Opps K | Other securities | — | — | $44K | 1.5% | |
| Federated Hermes Shrt-Interm TR Bd IS | Other securities | — | — | $43K | 1.5% | |
| Dimensional Fund Advisors DFA International Large Cap Growth Portfolio | Mutual Funds | — | — | $32K | 1.1% | |
| Artisan Partners Funds Artisan International Value Investor | Other securities | — | — | $30K | 1.1% | |
| Schwab Funds Schwab S&P 500 Index | Common Collective Trusts | — | — | $21K | 0.8% | |
| Capital Group American Funds New World R6 | Mutual Funds | — | — | $17K | 0.6% | |
| PGIM Investments PGIM Jennison Mid-Cap Growth R6 | Other securities | — | — | $12K | 0.4% | |
| Victory Capital Management Inc. Victory Sycamore Established Value Fund | Common Stocks | — | — | $12K | 0.4% | |
| Schwab Funds Schwab Small Cap Index | Mutual Funds | — | — | $11K | 0.4% | |
| Principal Funds Principal Real Estate Securities Inst | Other securities | — | — | $10K | 0.4% | |
| Fidelity Investments Fidelity Multi-Asset Index | Mutual Funds | — | — | $5K | 0.2% | |
| Schwab Funds Schwab Capital Trust - Schwab Target 2045 Index Fund | Common Collective Trusts | — | — | $4K | 0.1% | |
| Schwab Funds Schwab Capital Trust - Schwab Target 2060 Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Cnsrv Gr Inv | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Total International Bond Index Admiral | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
