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Original filing (PDF)20250727104605NAL0000303363001
OPTIMIZELY NORTH AMERICA INC.
Form 5500
FILING_RECEIVED
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
505
Accounts w/ balance
927
Plan assets (EOY)
$74.6M
Net assets (EOY)
$74.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTIMIZELY NORTH AMERICA INC..
Plan sponsor
Name
OPTIMIZELY NORTH AMERICA INC.
EIN
02-0497493
Address
200 TRAFALGAR SQ UNIT 200 · NASHUA, NH · 03063
Phone
(603) 594-0249
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $62K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $41K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
28 direct securities · 2 pooled funds· $74.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$74.3M
28 holdings
Common Collective Trust
$231K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $12.1M | 16.2% | |
| Fidelity Freedom Index 2050 Fund Instl Premium Class " | — | — | — | $11.0M | 14.7% | |
| Fidelity Freedom Index 2055 Fund Instl Premium Class " | — | — | — | $9.2M | 12.4% | |
| Fidelity Freedom Index 2045 Fund Instl Premium Class " | — | — | — | $8.7M | 11.7% | |
| Fidelity Freedom Index 2040 Fund Instl Premium Class " | — | — | — | $7.0M | 9.3% | |
| Fidelity Freedom Index 2035 Fund Instl Premium Class " | — | — | — | $5.8M | 7.8% | |
| Fidelity Freedom Index 2060 Fund Instl Premium Class " | — | — | — | $4.5M | 6.0% | |
| PGIM Jennison Growth Fund R6 Mutual fund | — | — | — | $3.4M | 4.6% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $2.8M | 3.7% | |
| American Funds Washington Mutual Investors Fund Class " | — | — | — | $1.6M | 2.1% | |
| Fidelity Small Cap Index Fund " | — | — | — | $1.0M | 1.4% | |
| Fidelity Freedom Index 2030 Fund Instl Premium Class " | — | — | — | $997K | 1.3% | |
| Fidelity Freedom Index 2065 Fund Instl Premium Class " | — | — | — | $894K | 1.2% | |
| Fidelity Freedom Index 2025 Fund Instl Premium Class " | — | — | — | $780K | 1.0% | |
| Fidelity Government Money Market Fund " | — | — | — | $725K | 1.0% | |
| Fidelity Total International Index Fund " | — | — | — | $687K | 0.9% | |
| American Funds EuroPacific Growth Fund R6 " | — | — | — | $593K | 0.8% | |
| Fidelity US Bond Index Fund " | — | — | — | $548K | 0.7% | |
| Participant Loans (5.25% - 10.50%) - | — | — | — | $448K | 0.6% | |
| Principal Real Estate Securities Fund R6 " | — | — | — | $405K | 0.5% | |
| Victory Sycamore Small Company Opportunity Fund R6 " | — | — | — | $395K | 0.5% | |
| ClearBridge Small Cap Growth Fund Class I " | — | — | — | $331K | 0.4% | |
| Metropolitan West Total Return Bond Fund P " | — | — | — | $188K | 0.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $125K | 0.2% | |
| Federated Hermes Capital Preservation Fund " | — | — | — | $106K | 0.1% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $106K | 0.1% | |
| Fidelity Freedom Index Income Fund Instl Premium Class " | — | — | — | $105K | 0.1% | |
| Fidelity Freedom Index 2020 Fund Instl Premium Class " | — | — | — | $78K | 0.1% | |
| Fidelity Freedom Index 2015 Fund Instl Premium Class " | — | — | — | $12K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Instl Premium Class " | — | — | — | $4K | <0.1% |
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