How big is Optimatum Management LLC's plan?

Optimatum Management LLC's plan reported $141K in assets and 4 participants for 2024.

Original filing (PDF)20250715074822NAL0001148755001

Optimatum Management LLC

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

Form 5500-SF

FILING_RECEIVED

The Optimatum 401(k) Plan

401(k) retirement plan · Optimatum Management LLC's The Optimatum 401(k) Plan held $141K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

People on this filing

Shirley Horner signed Optimatum Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Optimatum Management LLC's EIN is 32-0554848.

EIN 32-0554848

Plan number 001

Plan year 2024

ACK ID 20250715074822NAL0001148755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimatum Management 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 OPTIMATUM MANAGEMENT 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