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Optimum Employer Solutions Retirement Plan
Optimum Employer Solutions, Santa Ana CA. Employer ID 760828247, plan number 001. Annual reports on file for 2012 to 2016.
Where the money went
Plans that moved money into this one:
- 2016: money from Oasis Retirement Savings Plan moved in.
- 2018: money from Trinet 401(k) Plan moved in.
- 2018: money from Insperity 401k Plan moved in.
- 2018: money from Lindsey and Lindsey Wealth Management, Inc Rsp moved in.
- 2018: money from Young Interventions, Inc. 401(k) moved in.
- 2020: money from Trinet 401(k) Plan moved in.
- 2023: money from Insperity 401k Plan moved in.
- 2024: money from Rxvantage, Inc. 401(k) Plan moved in.
- 2024: money from Insperity 401k Plan moved in.
- Filed 2012-2016Optimum Employer Solutions Retirement Plan, Optimum Employer Solutions
- 2017Plan renumbered or taken over by a new sponsor to Optimum Employer Solutions Retirement Plan
- TodayOptimum Employer Solutions Retirement Plan still files. Slavic Integrated Administration keeps the records. That is where to ask.
Records are kept by Slavic Integrated Administration, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2012 | 52 | — | Filing |
| 2013 | 103 | — | Filing |
| 2014 | 269 | — | Filing |
| 2015 | 355 | 41 | Filing |
| 2016 | 874 | 214 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.