Optima Tax Relief, LLC (EIN 27-2793788) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $15.9M in plan assets and 728 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Optima Tax Relief, LLC 401(k) Profit Sharing Plan | 001 | 363 | $15.9M |
| Optima Tax Relief, LLC Health and Welfare Plan | 501 | 365 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
27-2793788 is the Employer Identification Number (EIN) Optima Tax Relief, 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
