OPTIMIZELY NORTH AMERICA INC. 401(k) Plan
What public Form 5500 filings show about the OPTIMIZELY NORTH AMERICA INC. 401(k) plan — and how to find and check your own account.
The OPTIMIZELY NORTH AMERICA INC. 401(k) on its latest Form 5500
OPTIMIZELY NORTH AMERICA INC. (EIN 02-0497493) reports OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $74.6M in plan assets across 505 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 OPTIMIZELY NORTH AMERICA INC. filing — schedules, fees, and providers.
Who runs the OPTIMIZELY NORTH AMERICA INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your OPTIMIZELY NORTH AMERICA INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDUCIENT ADVISORS, CARON & BLETZER.
How to check your OPTIMIZELY NORTH AMERICA INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask OPTIMIZELY NORTH AMERICA INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).