How big is Optimize Solutions, LLC's plan?

Optimize Solutions, LLC's plan reported $640K in assets and 55 participants for 2024.

Original filing (PDF)20250711162315NAL0017565842001

Optimize Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Optimize EGS 401(k)

401(k) retirement plan · Optimize Solutions, LLC's Optimize EGS 401(k) held $640K in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$640K

Net assets (EOY)

$640K

People on this filing

Matthew Newman signed Optimize Solutions, LLC's 2024 Form 5500 as plan administrator.

Matthew Newman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Optimize Solutions, LLC's EIN is 27-2986528.

EIN 27-2986528

Plan number 001

Plan year 2024

ACK ID 20250711162315NAL0017565842001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimize Solutions, 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 OPTIMIZE SOLUTIONS, 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

Knocking points off