Sponsor portfolio
OPTIWEALTH LLC
EIN 46-1081455Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
2
59 DRAPER ROAD - WAYLAND, MA 01778617-721-3089
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTIWEALTH LLC 401(K) PLAN | 401k | $1.0M | 2 | 2024 |
Retirement plans