How big is Optimum CARD Solutions LLC's plan?

Optimum CARD Solutions LLC's plan reported $4.0M in assets and 46 participants for 2024.

Original filing (PDF)20250606114216NAL0012341553001

Optimum CARD Solutions LLC

Name: Optimum CARD Solutions LLC — Optimum CARD Solutions, Form 5500 (2024)
Creator: Optimum CARD Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimum CARD Solutions LLC 401(k) Plan and Trust

401(k) retirement plan · Optimum CARD Solutions LLC's Optimum CARD Solutions LLC 401(k) Plan and Trust held $4.0M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Kathy Purtill signed Optimum CARD Solutions LLC's 2024 Form 5500 as plan administrator.

Kathy Purtill — 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

Optimum CARD Solutions LLC's EIN is 05-0621578.

EIN 05-0621578

Plan number 001

Plan year 2024

ACK ID 20250606114216NAL0012341553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optimum CARD Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optimum CARD Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMUM CARD SOLUTIONS 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