Plan Snapshot
- Plan Sponsor: Optimum Tax Consultants & Other Enterprises, INC.
- Sponsor EIN: 270765442
- Sponsor Address: 7301 W. 25TH STREET SUITE 293, NORTH RIVERSIDE, IL, 60546
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $621,731
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $621,731 | $0 | $0 |
| 2023 | 4 | $640,587 | $0 | $0 |
| 2022 | 4 | $555,233 | $0 | $450 |