What public Form 5500 filings show about the Optimae Liefservices Inc. 401(k) plan — and how to find and check your own account.
Optimae Liefservices Inc. (EIN 42-1287333) reports OPTIMAE LIFESERVICES, INC. SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $5.3M in plan assets across 1,181 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Optimae Liefservices Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Optimae Liefservices Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ACCEL GROUP, ACCEL WEALTH MANAGEMENT.
