Original filing (PDF)20250716084900NAL0004008960001

THE OPTIMAL FINANCIAL GROUP

Name: THE OPTIMAL FINANCIAL GROUP — THE OPTIMAL FINANCIAL GROUP RETIREMENT PLAN, Form 5500 (2024)
Creator: THE OPTIMAL FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

THE OPTIMAL FINANCIAL GROUP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE OPTIMAL FINANCIAL GROUP.

Plan sponsor

Name

THE OPTIMAL FINANCIAL GROUP

EIN

26-3346623

Address

21021 SPRING BROOK PLAZA DR · SUITE 160 · KLEIN, TX · 77379

Phone

(281) 288-9982

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

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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