What public Form 5500 filings show about the Optimal GEO 401(k) plan — and how to find and check your own account.
Optimal GEO (EIN 04-3831576) reports OPTIMAL GEO 401(K) PLAN on its most recent Form 5500, with $0 in plan assets across 0 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 Optimal GEO filing — schedules, fees, and providers.
Optimal GEO’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 Optimal GEOHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST PHOENIX, MORGAN STANLEY SMITH BARNEY, BLUESTAR RETIREMENT SERVICES.
