# Optum Medical Services, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/optum-medical-services-p-c-401k-plan

> Optum Medical Services, P.C.'s 401(k) plan: 3,160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Optum Medical Services, P.C.

- **Sponsor EIN:** 453866363

- **Sponsor Address:** 6022 BLUE CIRCLE DRIVE, MINNETONKA, MN, 55343

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

- **Total Participants:** 3,160

- **Total Assets:** $613.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|3,160|$613.0M|$20.9M|$47.5M|

| 2023|3,527|$542.0M|$20.3M|$48.0M|

| 2022|3,445|$423.4M|$16.6M|$37.0M|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$11,572|—|—|—|—|

| 2023|$58,991|—|—|—|—|

| 2022|$64,466|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/optum-medical-services-p-c-401k-plan)

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