How big is Optimum Benefits, Inc.'s plan?

Optimum Benefits, Inc.'s plan reported $1.5M in assets and 6 participants for 2024.

Original filing (PDF)20250618162833NAL0003650352001

Optimum Benefits, Inc.

Name: Optimum Benefits, Inc. — Optimum Benefits, Inc., Form 5500 (2024)
Creator: Optimum Benefits, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimum Benefits, Inc. 401(k) Plan

401(k) retirement plan · Optimum Benefits, Inc.'s Optimum Benefits, Inc. 401(k) Plan held $1.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Kurt Taylor signed Optimum Benefits, Inc.'s 2024 Form 5500 as plan administrator.

Kurt Taylor — 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

Optimum Benefits, Inc.'s EIN is 34-1847231.

EIN 34-1847231

Plan number 001

Plan year 2024

ACK ID 20250618162833NAL0003650352001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimum Benefits, Inc.'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 OPTIMUM BENEFITS, INC..

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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