What public Form 5500 filings show about the Optima Learning Systems, LLC 401(k) plan — and how to find and check your own account.
Optima Learning Systems, LLC (EIN 30-1022551) reports OPTIMA LEARNING SYSTEMS, LLC 401(K) PROFIT SHARING PLAN & TRU on its most recent Form 5500, with $400K in plan assets across 29 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 Learning Systems, LLC filing — schedules, fees, and providers.
Optima Learning Systems, 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 Learning Systems, LLCHR for the recordkeeper’s name and login.
