How big is Optima Group, Inc.'s plan?

Optima Group, Inc.'s plan reported $4.4M in assets and 7 participants for 2024.

Original filing (PDF)20251023122558NAL0006566866001

Optima Group, Inc.

Name: Optima Group, Inc. — Optima Group, Inc. 401(k), Form 5500 (2024)
Creator: Optima Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optima Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Optima Group, Inc.'s Optima Group, Inc. 401(k) Profit Sharing Plan held $4.4M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Kenneth Hoffman signed Optima Group, Inc.'s 2024 Form 5500 as plan administrator.

Kenneth Hoffman — 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

Optima Group, Inc.'s EIN is 06-1006494.

EIN 06-1006494

Plan number 002

Plan year 2024

ACK ID 20251023122558NAL0006566866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optima Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optima Group, Inc.'s plan includes 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 OPTIMA GROUP, INC..

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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

Knocking points off