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Home/Plans/Optia Group LLC

Original filing (PDF)20250409142615NAL0010936467001

Optia Group LLC

Form 5500-SF

FILING_RECEIVED

Optia Group LLC 401(k) Plan

401(k) retirement plan · Optia Group LLC's Optia Group LLC 401(k) Plan held $853K in plan assets for 11 participants in 2024.

Active participants

11

Accounts w/ balance

13

Plan assets (EOY)

$853K

Net assets (EOY)

$853K

Plan identifiers

Optia Group LLC's EIN is 20-5755042.

EIN 20-5755042

Plan number 001

Plan year 2024

ACK ID 20250409142615NAL0010936467001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optia Group LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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

83

Vendor & structure

100

Helping the score

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

Plan sponsor

Name

OPTIA GROUP LLC

EIN

Address

1055 WESTLAKES DRIVE · FLOOR 3 · BERWYN, PA · 19312

Phone

(866) 801-3930

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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