How big is Optative Group LLC's plan?

Optative Group LLC's plan reported $2.3M in assets and 9 participants for 2024.

Original filing (PDF)20250710153003NAL0004152419001

Optative Group LLC

Name: Optative Group LLC — Optative Group LLC 401(k), Form 5500 (2024)
Creator: Optative Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optative Group LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Optative Group LLC's Optative Group LLC 401(k) Profit Sharing Plan and Trust held $2.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Optative Group LLC's EIN is 26-4445969.

EIN 26-4445969

Plan number 001

Plan year 2024

ACK ID 20250710153003NAL0004152419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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