How big is Optimum Window's plan?

Optimum Window's plan reported $755K in assets and 35 participants for 2025.

Original filing (PDF)20260225120312NAL0003217312001

Optimum Window

Name: Optimum Window — Optimum Window 401(k) Plan, Form 5500 (2025)
Creator: Optimum Window
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimum Window 401(k) Plan

401(k) retirement plan · Optimum Window's Optimum Window 401(k) Plan held $755K in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$755K

Net assets (EOY)

$755K

People on this filing

Candido Perez signed Optimum Window's 2025 Form 5500 as plan administrator.

Candido Perez — 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 Window's EIN is 13-3350685.

EIN 13-3350685

Plan number 001

Plan year 2025

ACK ID 20260225120312NAL0003217312001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Optimum Window from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Optimum Window's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WINDOW.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OPTIMUM WINDOW

EIN

all filings

Address

28 CANAL STREET · ELLENVILLE, NY · 12428

Phone

(845) 647-1900

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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