How big is Optimal IDM, LLC's plan?

Optimal IDM, LLC's plan reported $2.4M in assets and 10 participants for 2025.

Original filing (PDF)20260515144024NAL0018603378001

Optimal IDM, LLC

Name: Optimal IDM, LLC — Optimal IDM LLC 401(k) Profit, Form 5500 (2025)
Creator: Optimal IDM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimal IDM LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Optimal IDM, LLC's Optimal IDM LLC 401(k) Profit Sharing Plan and Trust held $2.4M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Michael Brengs signed Optimal IDM, LLC's 2025 Form 5500 as plan administrator.

Michael Brengs — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Optimal IDM, LLC's EIN is 01-0844285.

EIN 01-0844285

Plan number 001

Plan year 2025

ACK ID 20260515144024NAL0018603378001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Optimal IDM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Optimal IDM, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMAL IDM, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

OPTIMAL IDM, LLC

EIN

all filings

Address

3959 VAN DYKE ROAD, SUITE 190 · LUTZ, FL · 33558

Phone

(813) 425-6351

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator