Optimal GEO's EIN is 04-3831576.
Download the official 2022 Form 5500 (PDF) for Optimal GEO from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Optimal GEO's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | NONE | $10K | — |
| BLUESTAR RETIREMENT SERVICES, INC. | 59-3092339 | — | NONE | $898 | — |
| MATRIX TRUST COMPANY (PHOENIX) | 75-3182674 | — | NONE | $452 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
