What public Form 5500 filings show about the Optima Asset Management LLC 401(k) plan — and how to find and check your own account.
Optima Asset Management LLC (EIN 84-1788752) reports OPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.7M in plan assets across 18 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Optima Asset Management LLC filing — schedules, fees, and providers.
Optima Asset Management LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Optima Asset Management LLCHR for the recordkeeper’s name and login.
