Plan Snapshot
- Plan Sponsor: Optimizerx Corporation
- Sponsor EIN: 261265381
- Sponsor Address: 260 CHARLES STREET, WALTHAM, MA, 02453
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $13.2M
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 | 119 | $13.2M | $637,174 | $1.6M |
| 2023 | 71 | $9.3M | $562,983 | $1.1M |
| 2022 | 97 | $6.5M | $465,638 | $1.0M |