Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OPTIMAL CAPITAL ADVISORS, LLC
EIN 20-4831553financial servicesLatest filing 2024
Plans
2
Retirement
2
$382K assets
Welfare
0
Participants
6
12935 SW BAYSHORE DR. SUITE 305 - TRAVERSE CITY, MI 49684231-933-4677optimalcapital.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $382K assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OPTIMAL CAPITAL ADVISORS CASH BALANCE PLAN
CashBalance
Assets$328K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OPTIMAL CAPITAL ADVISORS 401K PLAN
401k
Assets$54K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OPTIMAL CAPITAL ADVISORS CASH BALANCE PLAN | CashBalance | $328K | 2 | 2024 | |
| 001 | OPTIMAL CAPITAL ADVISORS 401K PLAN | 401k | $54K | 4 | 2024 |
Retirement plans