How big is Optimum First, Inc.'s plan?

Optimum First, Inc.'s plan reported $2.9M in assets and 24 participants for 2024.

Original filing (PDF)20251014124948NAL0003981616001

Optimum First, Inc.

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

Form 5500-SF

FILING_RECEIVED

Optimum First, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Optimum First, Inc.'s Optimum First, Inc. 401(k) Profit Sharing Plan and Trust held $2.9M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Rosie Nunez signed Optimum First, Inc.'s 2024 Form 5500 as plan administrator.

Rosie Nunez — 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

Optimum First, Inc.'s EIN is 26-2411757.

EIN 26-2411757

Plan number 001

Plan year 2024

ACK ID 20251014124948NAL0003981616001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimum First, Inc.'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 OPTIMUM FIRST, 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

Helping the score