How big is Optfinity, LLC's plan?

Optfinity, LLC's plan reported $231K in assets and 5 participants for 2024.

Original filing (PDF)20250725155922NAL0003541043001

Optfinity, LLC

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

Form 5500-SF

FILING_RECEIVED

Optfinity, LLC 401(k) Plan

401(k) retirement plan · Optfinity, LLC's Optfinity, LLC 401(k) Plan held $231K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$231K

Net assets (EOY)

$231K

Plan identifiers

Optfinity, LLC's EIN is 32-0011564.

EIN 32-0011564

Plan number 001

Plan year 2024

ACK ID 20250725155922NAL0003541043001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

OPTFINITY, LLC

EIN

all filings

Address

7405 ALBAN STATION COURT SUITE B205 · SPRINGFIELD, VA · 22150

Phone

(703) 790-0400

Industry

Professional & Technical Services

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

2025-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Your Technology Support

Your Technology Support Cash Balance Plan

$231K · 4 participants

Litefoot Technology, LLC

Litefoot Technology, LLC 401(k) Plan

$231K · 19 participants

OP3N LLC

OP3N LLC 401(k) Plan

$231K · 7 participants

HCL America, Inc.

HCL America, Inc. Puerto Rico Retirement Plan

$231K · 28 participants

NDD OPPS LLC

NDD OPPS LLC 401(k) Plan

$230K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.