Optima Asset Management LLC (EIN 84-1788752) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $2.7M in plan assets and 18 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Optima Asset Management LLC 401(k) Profit Sharing Plan & Trust | 001 | 18 | $2.7M |
84-1788752 is the Employer Identification Number (EIN) Optima Asset Management 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 New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
