How big is Optimal Care, LLC's plan?

Optimal Care, LLC's plan reported $650K in assets and 4 participants for 2024.

Original filing (PDF)20250827194526NAL0017114240001

Optimal Care, LLC

Name: Optimal Care, LLC — Optimal Care LLC 401(k) Plan, Form 5500 (2024)
Creator: Optimal Care, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimal Care LLC 401(k) Plan

401(k) retirement plan · Optimal Care, LLC's Optimal Care LLC 401(k) Plan held $650K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

People on this filing

Marcia LEVI signed Optimal Care, LLC's 2024 Form 5500 as plan administrator.

Marcia LEVI — 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

Optimal Care, LLC's EIN is 20-1155049.

EIN 20-1155049

Plan number 001

Plan year 2024

ACK ID 20250827194526NAL0017114240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optimal Care, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optimal Care, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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