Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
HEALTH RESOURCES OPTIMIZATION, INC.
EIN 22-2977062Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$15.5M assets
Welfare
0
Participants
179
344 MAIN STREET - METUCHEN, NJ 08840732-906-8700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.5M assets / 179 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#001
HEALTH/ROI EMPLOYEES' PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$9.3M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEALTH/ROI PENSION PLAN
MoneyPurchase
Assets$6.1M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEALTH/ROI EMPLOYEES' PROFIT SHARING PLAN & TRUST | ProfitSharing | $9.3M | 90 | 2024 | |
| 002 | HEALTH/ROI PENSION PLAN | MoneyPurchase | $6.1M | 89 | 2024 |
Retirement plans