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OPTIMA SHIPPING SYSTEMS INC — OPTIMA SHIPPING SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250407142142NAL0010159203001
OPTIMA SHIPPING SYSTEMS INC
Form 5500-SF
FILING_RECEIVED
OPTIMA SHIPPING SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
101
Accounts w/ balance
84
Plan assets (EOY)
$829K
Net assets (EOY)
$829K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OPTIMA SHIPPING SYSTEMS INC
.
Find decision makers
Plan sponsor
Name
OPTIMA SHIPPING SYSTEMS INC
EIN
20-0691538
Address
7 WHEELING AVE STE 2D · WOBURN, MA · 018016823
Phone
(631) 657-2135
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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CENTER FOR ECONOMIC INCLUSION
CENTER FOR ECONOMIC INCLUSION 401(K) PROFIT SHARING PLAN AND TRUST 401(K) PLAN
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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BSE MECHANICAL LLC
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$59.7B
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$46.7B
