How big is Optima Care Smithtown LLC's plan?

Optima Care Smithtown LLC's plan reported $2.3M in assets and 103 participants for 2025.

Original filing (PDF)20260515105147NAL0011341264001

Optima Care Smithtown LLC

Name: Optima Care Smithtown LLC — Optima Care Smithtown, Form 5500 (2025)
Creator: Optima Care Smithtown LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optima Care Smithtown LLC 401(k) Plan

401(k) retirement plan · Optima Care Smithtown LLC's Optima Care Smithtown LLC 401(k) Plan held $2.3M in plan assets for 103 participants in 2025.

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Optima Care Smithtown LLC's EIN is 35-2568583.

EIN 35-2568583

Plan number 001

Plan year 2025

ACK ID 20260515105147NAL0011341264001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Optima Care Smithtown 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 OPTIMA CARE SMITHTOWN LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score