Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OPTIVEST, INC.
EIN 33-0864701Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
13
24901 DANA POINT HARBOR DR, STE 200 - DANA POINT, CA 92629949-363-8686
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPTIVEST, INC. 401(K) PLAN
401k
Assets$2.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OPTIVEST, INC. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTIVEST, INC. 401(K) PLAN | 401k | $2.3M | 9 | 2025 | |
| 002 | OPTIVEST, INC. CASH BALANCE PLAN | CashBalance | $1.0M | 4 | 2025 |
Retirement plans