How big is First Option Inc.'s plan?

First Option Inc.'s plan reported $962K in assets and 66 participants for 2024.

Original filing (PDF)20251009121041NAL0003554451001

First Option Inc.

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

Form 5500-SF

FILING_RECEIVED

First Option 401(k) Plan

401(k) retirement plan · First Option Inc.'s First Option 401(k) Plan held $962K in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$962K

Net assets (EOY)

$962K

People on this filing

DOUG Brankle signed First Option Inc.'s 2024 Form 5500 as plan administrator.

DOUG Brankle — 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

First Option Inc.'s EIN is 20-1545397.

EIN 20-1545397

Plan number 001

Plan year 2024

ACK ID 20251009121041NAL0003554451001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

First Option Inc.'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 FIRST OPTION 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