Plan Ledger DOL Form 5500 · updated monthly

Optimas Oe Solutions, LLC401(k)

OPTIMAS OE SOLUTIONS, LLC EMPLOYEE SAVINGS PLAN · WOOD DALE, IL · plan year 2024

Reported admin expense ratio · 2024
0.20%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Optimas Oe Solutions, LLC reported $101,404 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $2,362 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.27% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 880th-largest of 3,702 plans among Illinois employers on file, and the 782nd of 4,246 in wholesale trade. In 2024, employees put in $2.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,397,716
Participants with balances610
Active participants481
Employer contributions$1,136,063
Employee contributions$3,088,371
Employer contribution per active participant$2,362
Average account balance$85,898
Benefits paid to participants$8,174,482
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history2
Yearassets · accounts · employer contribution
2024$52.4M · 610 accts · $1.1M emplr
2022$44.7M · 745 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,404
Investment management$55,000
Total administrative$101,404
The Optimas Oe Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$2,362
Median for plans this size$3,635
2024$2,362 per active participant
2022$1,965 per active participant

Optimas Oe Solutions, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CREATIVE PLANNING LLC · Investment advisory (plan)$55,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$46,404

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$101,404 · 0.20%
2022$131,200 · 0.27%
Same employer
Similar plansWholesale Trade · Illinois
Presence Marketing, LLC IL$55.5M · 0.14%
Lapham-Hickey Steel Corp. IL$53.3M · 0.33%
Steiner Electric Company IL$51.8M · 0.08%
Enesco, LLC IL$51.3M · 0.29%
Enpro Incorporated IL$51.1M · 0.04%
Revere Electric Supply Co. IL$50.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473249061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.