What public Form 5500 filings show about the Optimal Occupational and Physi 401(k) plan — and how to find and check your own account.
Optimal Occupational and Physi (EIN 16-1543313) reports 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF OPTIMAL OCCUPATIONAL AND PHYSICAL THERAPY ASSOCIATES SERVICES, PLLC on its most recent Form 5500, with $3.6M in plan assets across 59 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 Occupational and Physi filing — schedules, fees, and providers.
Optimal Occupational and Physi’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 Occupational and PhysiHR for the recordkeeper’s name and login.
