# Optimax Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/optimax-systems-inc-401k-plan

> Optimax Systems, INC.'s 401(k) plan: 442 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Optimax Systems, INC.

- **Sponsor EIN:** 161399834

- **Sponsor Address:** 6367 DEAN PARKWAY, ONTARIO, NY, 14519

- **Plan Type:** 401(k)

- **Total Participants:** 442

- **Total Assets:** $34.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|442|$34.7M|$792,863|$3.0M|

| 2023|455|$27.7M|$743,974|$3.0M|

| 2022|443|$19.9M|$603,813|$2.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$8,467|—|$8,467|

| DAVIE KAPLAN, CPA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DAVIE KAPLAN, CPA, P.C.](https://planprovider.pro/provider/davie-kaplan-cpa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,467

- **Estimated Expense Ratio:** 0.024% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$8,467|—|—|—|—|

| 2023|$6,697|—|—|—|—|

| 2022|$6,692|—|—|—|—|

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