Plan Ledger DOL Form 5500 · updated monthly

Optiv Security Inc.401(k)

OPTIV SECURITY INC. 401(K) RETIREMENT SAVING PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Optiv Security Inc. reported $248,004 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $3,092 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 0.15% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 68th-largest of 1,461 plans among Colorado employers on file, and the 635th of 11,654 in professional & technical services. In 2024, employees put in $4.36 for every $1.00 the employer contributed; active participation has shrunk from 2,017 to 1,790 since 2022.

Plan summary
Net assets, end of year$263,226,361
Participants with balances2,681
Active participants1,790
Employer contributions$5,535,278
Employee contributions$24,107,945
Employer contribution per active participant$3,092
Average account balance$98,182
Benefits paid to participants$28,558,834
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$263.2M · 2,681 accts · $5.5M emplr
2023$217.8M · 2,630 accts · $5.5M emplr
2022$177.5M · 2,781 accts · $5.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$169,642
Investment management$74,968
Total administrative$248,004
The Optiv Security Inc. 401(k) match · 2024
Employer contribution per active participant$3,092
Median for plans this size$3,635
2024$3,092 per active participant
2023$3,117 per active participant
2022$2,815 per active participant

Optiv Security Inc.'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$136,671
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$74,968

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

Administrative cost history3
2024$248,004 · 0.10%
2023$244,550 · 0.12%
2022$282,541 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Colorado
The Western Union Company CO$446.9M · 0.09%
Palantir Technologies Inc. CO$393.3M · 0.05%
Fast LP CO$376.8M · 0.02%
Ttec Services Corporation CO$344.2M · 0.26%
Trilon Group Holdings, LLC CO$257.8M · 0.31%
Consor Engineers, LLC CO$222.7M · 0.11%
Merrick & Company CO$207.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431806449 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.