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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

OPTIMUM FINANCIAL AND TAX SERVIC 401(k) Plan

What public Form 5500 filings show about the OPTIMUM FINANCIAL AND TAX SERVIC 401(k) plan — and how to find and check your own account.

Plan assets
$103K
Participants
10
Plans on file
1

The OPTIMUM FINANCIAL AND TAX SERVIC 401(k) on its latest Form 5500

OPTIMUM FINANCIAL AND TAX SERVIC (EIN 20-5812387) reports OPTIMUM FINANCIAL AND TAX SERV 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $103K in plan assets across 10 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 OPTIMUM FINANCIAL AND TAX SERVIC filing — schedules, fees, and providers.

Who runs the OPTIMUM FINANCIAL AND TAX SERVIC 401(k)?

OPTIMUM FINANCIAL AND TAX SERVIC’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 OPTIMUM FINANCIAL AND TAX SERVICHR for the recordkeeper’s name and login.

How to check your OPTIMUM FINANCIAL AND TAX SERVIC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask OPTIMUM FINANCIAL AND TAX SERVIC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: OPTIMUM FINANCIAL AND TAX SERVIC — all Form 5500 filings (EIN 20-5812387) · New Jersey employer EIN lookup · Form 5500 search
OPTIMUM FINANCIAL AND TAX SERVIC 401(k) Plan — Form 5500