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Original filing (PDF)20250430111344NAL0002601920001
OPTIONS 4 U, LLC
Form 5500-SF
FILING_RECEIVED
OPTIONS 4 U, LLC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 18.5 mo
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Filed 18.5 months past the 10.5-month grace window.
- Plan is frozen (1I) — no new benefit accrual.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTIONS 4 U, LLC.
Plan sponsor
Name
OPTIONS 4 U, LLC
EIN
20-8406333
Address
9409 MESQUITE BEND ROAD · WACO, TX · 76708
Phone
(254) 836-5050
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-12-01
Tax period
2022-11-30
Filed
2025-04-30
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3B · Covers self-employed individuals
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 providersRelated plans
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