How big is Optima Management Group LLC's plan?

Optima Management Group LLC's plan reported $724K in assets and 4 participants for 2024.

Original filing (PDF)20250605093500NAL0011792481001

Optima Management Group LLC

Name: Optima Management Group LLC — Optima Management, Form 5500 (2024)
Creator: Optima Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optima Management Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Optima Management Group LLC's Optima Management Group LLC 401(k) Profit Sharing Plan & Trust held $724K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$724K

Net assets (EOY)

$724K

People on this filing

Marge TOTH signed Optima Management Group LLC's 2024 Form 5500 as plan administrator.

Marge TOTH — 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

Optima Management Group LLC's EIN is 26-2254956.

EIN 26-2254956

Plan number 001

Plan year 2024

ACK ID 20250605093500NAL0011792481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

OPTIMA MANAGEMENT GROUP LLC

EIN

all filings

Address

1375 E 9TH ST STE 160 · CLEVELAND, OH · 441141739

Phone

(216) 781-8980

Industry

Real Estate

Plan administrator