How big is Optimum Employer Solutions' plan?

Optimum Employer Solutions' plan reported $118.2M in assets and 1,288 participants for 2024.

Original filing (PDF)20251014182525NAL0003562545001

Optimum Employer Solutions

Name: Optimum Employer Solutions — Optimum Employer, Form 5500 (2024)
Creator: Optimum Employer Solutions
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Optimum Employer Solutions Retirement Plan

401(k) retirement plan · Optimum Employer Solutions' Optimum Employer Solutions Retirement Plan held $118.2M in plan assets for 1,288 participants in 2024.

Signals · 2

Corrective distributions issuedNo recordkeeper disclosed

Active participants

1,288

Accounts w/ balance

2,165

Plan assets (EOY)

$118.2M

Net assets (EOY)

$118.2M

People on this filing

Deanna Wietor signed Optimum Employer Solutions' 2024 Form 5500 as plan administrator.

Deanna Wietor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Optimum Employer Solutions' EIN is 76-0828248.

EIN 76-0828248

Plan number 001

Plan year 2024

ACK ID 20251014182525NAL0003562545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optimum Employer Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optimum Employer Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMUM EMPLOYER SOLUTIONS.

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How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (13th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

OPTIMUM EMPLOYER SOLUTIONS

EIN

all filings

Address

2530 RED HILL AVE · SUITE 200 · SANTA ANA, CA · 92705

Phone

(949) 650-7802

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

2K · 401(m) arrangement

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC MUTUAL FUND MANAGEMENT	59-2749576	—	INVESTMENT MANAGEMENT	$99K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC INTEGRATED ADMINISTRATION	65-0608221	—	TPA	$431K	—

Investments

43 direct securities· $117.0M(99% of reported assets)

Mutual Funds

$92.3M

35 holdings

Common Collective Trusts

$16.3M

1 holding

Other securities

$7.2M

6 holdings

Bonds / Notes

$1.3M

1 holding

					% of plan
Vanguard VINIX - Vanguard Institutional Index	Mutual Funds	—	—	$21.1M	17.9%
Vanguard VTSAX - Vanguard Total Stock Market Index Admira	Common Collective Trusts	—	—	$16.3M	13.7%
Vanguard VTIVX - Vanguard Target Retirement 2045	Mutual Funds	—	—	$7.3M	6.2%
Vanguard VTTHX - Vanguard Target Retirement 2035	Mutual Funds	—	—	$6.7M	5.7%
Vanguard VFORX - Vanguard Target Retirement 2040	Mutual Funds	—	—	$6.1M	5.1%
Vanguard VFIFX - Vanguard Target Retirement 2050	Mutual Funds	—	—	$5.7M	4.8%
Vanguard VBILX - Vanguard Intermediate-Term Bond Index Ad	Mutual Funds	—	—	$5.7M	4.8%
Vanguard VFFVX - Vanguard Target Retirement 2055	Mutual Funds	—	—	$4.8M	4.1%
Vanguard VMFXX - Vanguard Federal Money Market	Mutual Funds	—	—	$4.4M	3.7%
Vanguard VIGAX - Vanguard Growth Index Admiral	Mutual Funds	—	—	$4.3M	3.6%
BlackRock BTMKX - iShares MSCI EAFE International Index K	Other securities	—	—	$3.6M	3.0%
Vanguard VCSAX - Vanguard Consumer Staples Index	Mutual Funds	—	—	$3.0M	2.6%
Vanguard VTHRX - Vanguard Target Retirement 2030	Mutual Funds	—	—	$2.8M	2.3%
Fidelity FXNAX - Fidelity US Bond Index	Mutual Funds	—	—	$2.7M	2.3%
Vanguard VTTSX - Vanguard Target Retirement 2060	Mutual Funds	—	—	$2.4M	2.1%
Vanguard VTIAX - Vanguard Total Int'l Stock Index Admiral	Mutual Funds	—	—	$2.3M	1.9%
Vanguard VTTVX - Vanguard Target Retirement 2025	Mutual Funds	—	—	$1.7M	1.4%
JPMorgan JDESX - JPMorgan U.S. Research Enhanced Equity F	Other securities	—	—	$1.5M	1.2%
MFS OTCKX - MFS Mid Cap Growth R6	Mutual Funds	—	—	$1.4M	1.2%
Participant Loans 4.25% - 9.50%	Bonds / Notes	—	—	$1.3M	1.1%
Fidelity FOCSX - Fidelity Small Cap Growth K6 Fund	Mutual Funds	—	—	$1.1M	0.9%
Vanguard VLXVX - Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$1.0M	0.9%
Dimensional Fund Advisors DFCEX - DFA Emerging Markets Core Equity	Mutual Funds	—	—	$1.0M	0.9%
Victory VEVRX - Vicory Sycamore Established Value R6	Other securities	—	—	$894K	0.8%
Vanguard VIMAX - Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$848K	0.7%
Vanguard VTWNX - Vanguard Target Retirement 2020	Mutual Funds	—	—	$848K	0.7%
Vanguard VSMAX - Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$796K	0.7%
American Funds RNPGX - American Funds New Perspective R6	Mutual Funds	—	—	$764K	0.6%
Vanguard VVIAX - Vanguard Value Index Admiral	Mutual Funds	—	—	$756K	0.6%
Vanguard VUIAX - Vanguard Utilities Index Admiral	Mutual Funds	—	—	$701K	0.6%
American Funds RERGX - American Funds EuroPacifc R6	Mutual Funds	—	—	$578K	0.5%
Principal PHYTX - Principal Investors High Yield II	Other securities	—	—	$518K	0.4%
JPMorgan JLGMX - JPMorgan Large Cap Growth Fund Class R6	Other securities	—	—	$503K	0.4%
Vanguard VGSLX - Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$462K	0.4%
Dimensional Fund Advisors DFSVX - DFA US Small Cap Value I	Mutual Funds	—	—	$318K	0.3%
JPMorgan JCPUX - JPMorgan Core Plus Bond Fund R6	Other securities	—	—	$310K	0.3%
Dimensional Fund Advisors DIPSX - DFA Inflation Protected SEC Port	Mutual Funds	—	—	$303K	0.3%
Vanguard VBIRX - Vanguard Short-Term Bond Index Admiral	Mutual Funds	—	—	$131K	0.1%
Vanguard VTINX - Vanguard Target Retirement Income	Mutual Funds	—	—	$129K	0.1%
Vanguard VSVNX - Vanguard Target Retirement 2070	Mutual Funds	—	—	$52K	<0.1%
Vanguard VTAPX - Vanguard Short-Term Inf Prot Index Admir	Mutual Funds	—	—	$14K	<0.1%
Vanguard VEIRX - Vanguard Equity Income Admiral	Mutual Funds	—	—	$6K	<0.1%
Dodge & Cox DOXFX - Dodge & Cox International Stock Fund	Mutual Funds	—	—	$4K	<0.1%