Optimae Liefservices Inc 401(k) Plan: Login, Facts & Contact Information

Optimae Liefservices Inc 401(k) Plan Facts

Plan name
OPTIMAE LIFESERVICES, INC. SAVINGS AND INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OPTIMAE LIEFSERVICES INC
Participants
1,162 (1,181 active employees)
Former employees with a balance
39
Plan assets
$5,276,321 at Dec 31, 2024
Average account balance
$22,645 across 233 accounts
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 1987
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $426,194 went into the plan in contributions.
  • $423,652 was paid out to participants.
  • Investment and other income added $427,568.
  • Administrative expenses were $33,114, about $142 per account.

How the Optimae Liefservices Inc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019778$3.88 million$0$299,274
2020782$4.34 million$0$211,812
2021752$5.15 million—$85,418
2022740$4.32 million—$329,811
2023749$4.90 million—$325,675
20241,162$5.28 million—$423,652

Optimae Liefservices Inc 401(k) Contact Information

Phone
641-472-1684
Mailing address
2201 WEST JEFFERSON AVE, FAIRFIELD IA 525564232
Plan sponsor
OPTIMAE LIEFSERVICES INC
Employer identification number (EIN)
42-1287333
Plan number
001

Questions about the Optimae Liefservices Inc 401(k)

Does Optimae Liefservices Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Optimae Liefservices Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Optimae Liefservices Inc 401(k) plan?

1,162 participants at the start of plan year 2024, 1,181 of them active employees, and 39 former employees who still had money in the plan.

What is the average 401(k) balance at Optimae Liefservices Inc?

About $22,645 per account: $5.28 million in plan assets across 233 accounts with a balance at the end of plan year 2024.

Who manages the Optimae Liefservices Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Optimae Liefservices Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 3150 COMMERCIAL AVENUE, NORTHBROOK, IL, 60062
Headquarter: 4380 S. SYRACUSE ST., DENVER, CO, 80237
Headquarter: 531 SOUTH SPRING STREET, BURLINGTON, NC, 27215
Headquarter: ONE PARKWAY SOUTH P.O. BOX 19001, GREENVILLE, SC, 296029001
Headquarter: 2900 AMES CROSSING ROAD SUITE 100, EAGAN, MN, 55121