Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OPTIMUS PRIVATE CAPITAL, LLC
EIN 92-1914206Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
13
7694 STRAUSSER ST., NW - NORTH CANTON, OH 44720330-880-3514
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 13 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
OPTIMUS PRIVATE CAPITAL CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OPTIMUS PRIVATE CAPITAL, LLC 401(K) & PROFIT SHARING PLAN
401k
Assets$58K
Participants7
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 | OPTIMUS PRIVATE CAPITAL CASH BALANCE PLAN | CashBalance | $1.1M | 6 | 2024 | |
| 002 | OPTIMUS PRIVATE CAPITAL, LLC 401(K) & PROFIT SHARING PLAN | 401k | $58K | 7 | 2024 |
Retirement plans