· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OPTATIVE GROUP LLC — OPTATIVE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710153003NAL0004152419001
OPTATIVE GROUP LLC
Form 5500-SF
FILING_RECEIVED
OPTATIVE GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OPTATIVE GROUP LLC
.
Find decision makers
Plan sponsor
Name
OPTATIVE GROUP LLC
EIN
26-4445969
Address
116 ARBOR DRIVE · PROVIDENCE, RI · 02908
Phone
(401) 644-9387
Industry
Information / Tech / Media
see 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
2025-07-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Information / Tech / Media plans
USA IMAGE TECHNOLOGIES, INC.
USA IMAGE TECHNOLOGIES, INC. 401(K) PLAN
$2.3M · 21 participants
SKIFT INC.
SKIFT 401(K) PLAN
$2.3M · 50 participants
BEER MARKETERS INSIGHTS, INC.
BEER MARKETER'S INSIGHTS, INC.
$2.3M · 8 participants
TRUE NORTH CUSTOM PUBLISHING, LLC
TRUE NORTH CUSTOM PUBLISHING, LLC 401(K) PLAN
$2.3M · 41 participants
KINDERMUSIK INTERNATIONAL, INC.
KINDERMUSIK INTERNATIONAL 401(K) RETIREMENT PLAN
$2.4M · 27 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PINE BUSH PRINTING CO., INC.
PINE BUSH PRINTING CO., INC. 401(K) PROFIT SHARING PLAN TRUST
$2.2M · 6 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
