Optimizely 401(k) Profit Sharing Plan & Trust
Sponsored by Optimizely North America Inc. · EIN 020497493 · Plan #001
- Total assets
- $74.6M
- Net assets
- $74.6M
- Active participants
- 505
- With balances
- 927
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $61,807 |
| Fiducient Advisors Llc | Investment advisory (plan) | $40,919 |
| Caron & Bletzer, Pllc | Accounting | $12,500 |