OPTIMAL CAPITAL ADVISORS, LLC
EIN 20-4831553TRAVERSE CITY, MI
OPTIMAL CAPITAL ADVISORS, LLC (EIN 20-4831553) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $382K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
6
Total assets
$382K
A OPTIMAL CAPITAL ADVISORS, LLC employee? See the OPTIMAL CAPITAL ADVISORS, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 20-4831553
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| OPTIMAL CAPITAL ADVISORS CASH BALANCE PLAN | 002 | 2 | $328K |
| OPTIMAL CAPITAL ADVISORS 401K PLAN | 001 | 4 | $54K |
About this EIN
20-4831553 is the Employer Identification Number (EIN) OPTIMAL CAPITAL ADVISORS, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Michigan EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?