What public Form 5500 filings show about the Optima Tax Relief, LLC 401(k) plan — and how to find and check your own account.
Optima Tax Relief, LLC (EIN 27-2793788) reports OPTIMA TAX RELIEF, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $15.9M in plan assets across 363 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 Tax Relief, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Optima Tax Relief, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSIONMARK FINANCIAL GROUP, CHARLES SCHWAB & CO, GIBBS WEALTH MANAGEMENT, FIDUCIARY OUTSOURCING DBA PMA, PENSIONMARK SECURITIES.
