Optimum Employer Solutions 401(k) match, vesting and fees
What Optimum Employer Solutions' 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 | Slavic Integrated Administration | Schedule C ↗ |
| Independent auditor | Jason F. Clausen, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Optimum Employer Solutions: employer contribution per participant | $1,768 | |
| Peer median | $1,358 |
| Optimum Employer Solutions: average balance | $54,612 | |
| Peer median | $44,442 |
| Optimum Employer Solutions: admin expenses ÷ assets | 0.56% | |
| Peer median | 0.21% |
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 $70M at the end of plan year 2021 to $118M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,407 | $118M | $3.8M | $1,768 | 0.56% | Not published | Form 5500 ↗ |
| 2023 | 1,496 | $91.7M | $3.2M | $2,884 | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 2,359 | $61.4M | $2.6M | $1,673 | 0.54% | Not published | Form 5500 ↗ |
| 2021 | 2,025 | $70M | $2.2M | $1,780 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Optimum Employer Solutions match 401(k) contributions?
The match terms for the Optimum Employer Solutions Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3.8M in employer contributions, about $1,768 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Optimum Employer Solutions 401(k) match vested?
The vesting schedule for the Optimum Employer Solutions Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Optimum Employer Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Slavic Integrated Administration. The plan administrator is Optimum Employer Solutions.
I left Optimum Employer Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Optimum Employer Solutions, (949) 650-7802) or the recordkeeper, Slavic Integrated Administration. The Optimum Employer Solutions old 401(k) page lists the contacts from every plan filing. Find an old Optimum Employer Solutions 401(k)
Data from the public Form 5500 annual reports Optimum Employer Solutions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Optimum Employer Solutions. Not financial advice. Report a correction · Methodology