Optimum Employer Solutions Retirement Plan
Sponsored by Optimum Employer Solutions · EIN 760828248 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 1,288
- With balances
- 2,165
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Slavic Mutual Funds Management Corp. CRD 113833 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slavic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $430,760 |
| Slavic Mutual Fund Management | Investment management, Investment management fees (direct) | $98,823 |
| Optimum Employer Solutions | Contract administrator | $43,025 |
| Jason F. Clausen, P.C. | Accounting | $10,500 |