Open Access Technology International 401(k) match, vesting and fees
What Open Access Technology International's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Assurance Dimensions, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 612 defined-contribution plans in information with 100 to 499 participants.
| Open Access Technology International: employer contribution per participant | $3,086 | |
| Peer median | $2,211 |
| Open Access Technology International: average balance | $236,024 | |
| Peer median | $71,359 |
| Open Access Technology International: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $59.3M at the end of plan year 2022 to $84M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 413 | $84M | $1.1M | $3,086 | 0.16% | Not published | Form 5500 ↗ |
| 2024 | 420 | $79.8M | $1.1M | $3,050 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 430 | $71.3M | $1M | $2,812 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 445 | $59.3M | $979K | $2,646 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does Open Access Technology International match 401(k) contributions?
The match terms for the Open Access Technology International, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.1M in employer contributions, about $3,086 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Open Access Technology International 401(k) match vested?
The vesting schedule for the Open Access Technology International, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Open Access Technology International 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Open Access Technology International, Inc..
I left Open Access Technology International. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Open Access Technology International, Inc., (763) 201-2012) or the recordkeeper, Principal Life Insurance Company. The Open Access Technology International old 401(k) page lists the contacts from every plan filing. Find an old Open Access Technology International 401(k)
Data from the public Form 5500 annual reports Open Access Technology International filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Open Access Technology International. Not financial advice. Report a correction · Methodology