How big is Optima Consulting, LLC's plan?

Optima Consulting, LLC's plan reported $2.7M in assets and 14 participants for 2024.

Original filing (PDF)20250829141933NAL0011229777001

Optima Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Optima Consulting,LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Optima Consulting, LLC's Optima Consulting,LLC 401(k) Profit Sharing Plan held $2.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Optima Consulting, LLC's EIN is 26-3941494.

EIN 26-3941494

Plan number 001

Plan year 2024

ACK ID 20250829141933NAL0011229777001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMA CONSULTING, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

OPTIMA CONSULTING, LLC

EIN

all filings

Address

11811 N. TATUM BLVD SUITE #3031 · PHOENIX, AZ · 85028

Phone

(480) 907-6360

Industry

Professional & Technical Services

Plan administrator