Optima Tax Relief, LLC 401(k) Profit Sharing Plan 401(k) match, vesting and fees
What Optima Tax Relief, LLC 401(k) Profit Sharing Plan'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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 535 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Optima Tax Relief, LLC 401(k) Profit Sharing Plan: employer contribution per participant | $1,073 | |
| Peer median | $1,445 |
| Optima Tax Relief, LLC 401(k) Profit Sharing Plan: average balance | $71,295 | |
| Peer median | $36,074 |
| Optima Tax Relief, LLC 401(k) Profit Sharing Plan: admin expenses ÷ assets | 0.75% | |
| Peer median | 0.52% |
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 $12.1M at the end of plan year 2021 to $19.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 454 | $19.5M | $293K | $1,073 | 0.75% | Not published | Form 5500 ↗ |
| 2024 | 454 | $15.9M | $432K | $1,676 | 0.77% | Not published | Form 5500 ↗ |
| 2023 | 426 | $13M | $426K | $1,646 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 617 | $10.7M | $437K | $1,345 | 0.43% | Not published | Form 5500 ↗ |
| 2021 | 731 | $12.1M | $542K | $1,375 | 0.43% | Not published | Form 5500 ↗ |
Common questions
Does Optima Tax Relief, LLC 401(k) Profit Sharing Plan match 401(k) contributions?
The match terms for the Optima Tax Relief, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $293K in employer contributions, about $1,073 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Optima Tax Relief, LLC 401(k) Profit Sharing Plan 401(k) match vested?
The vesting schedule for the Optima Tax Relief, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Optima Tax Relief, LLC 401(k) Profit Sharing Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Optima Tax Relief, LLC 401(k) Profit Sharing Plan.
I left Optima Tax Relief, LLC 401(k) Profit Sharing Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Optima Tax Relief, LLC 401(k) Profit Sharing Plan, (800) 536-0734) or the recordkeeper, Transamerica Retirement Solutions. The Optima Tax Relief, LLC 401(k) Profit Sharing Plan old 401(k) page lists the contacts from every plan filing. Find an old Optima Tax Relief, LLC 401(k) Profit Sharing Plan 401(k)
Data from the public Form 5500 annual reports Optima Tax Relief, LLC 401(k) Profit Sharing Plan filed with the U.S. Department of Labor (plan years 2021 and 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 Optima Tax Relief, LLC 401(k) Profit Sharing Plan. Not financial advice. Report a correction · Methodology