How big is Optimize LLC's plan?

Optimize LLC's plan reported $3.6M in assets and 60 participants for 2025.

Original filing (PDF)20260507220047NAL0002569075033

Optimize LLC

Name: Optimize LLC — Optimize 401(k) Plan, Form 5500 (2025)
Creator: Optimize LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimize 401(k) Plan

401(k) retirement plan · Optimize LLC's Optimize 401(k) Plan held $3.6M in plan assets for 60 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Optimize LLC's EIN is 27-1044860.

EIN 27-1044860

Plan number 001

Plan year 2025

ACK ID 20260507220047NAL0002569075033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Optimize LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Plan sponsor

Name

OPTIMIZE LLC

EIN

all filings

Address

67 S HIGLEY RD · STE 103-250 · GILBERT, AZ · 85296

Phone

(800) 595-3462

Industry

Professional & Technical Services

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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