Optimize5

Elantha Barry signed Optimize5's 2025 Form 5500 as plan administrator.

• Elantha Barry — Plan Administrator — Form 5500 signer

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

Optimize5's EIN is 33-2591645.

Download the official 2025 Form 5500 (PDF) for Optimize5 from the U.S. Department of Labor's EFAST2 system.

Optimize5's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).