How big is Optivision, LLP's plan?

Optivision, LLP's plan reported $3.0M in assets and 20 participants for 2024.

Original filing (PDF)20251014090046NAL0005186210001

Optivision, LLP

Name: Optivision, LLP — Optivision, LLP 401(k) Profit, Form 5500 (2024)
Creator: Optivision, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optivision, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Optivision, LLP's Optivision, LLP 401(k) Profit Sharing Plan held $3.0M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Optivision, LLP's EIN is 20-1376689.

EIN 20-1376689

Plan number 001

Plan year 2024

ACK ID 20251014090046NAL0005186210001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optivision, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

OPTIVISION, LLP

EIN

all filings

Address

501 DOCTORS CT · OSHKOSH, WI · 54901

Phone

(920) 236-3550

Industry

Health Care & Social Assistance

Plan administrator