How big is Optimal Consulting LLC's plan?

Optimal Consulting LLC's plan reported $3K in assets and 1 participants for 2023.

Original filing (PDF)20240713124216NAL0028688464001

Optimal Consulting LLC

Name: Optimal Consulting LLC — Form 5500 (2023)
Creator: Optimal Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Optimal Consulting LLC held $3K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Shirley Horner signed Optimal Consulting LLC's 2023 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

Optimal Consulting LLC's EIN is 36-4917140.

EIN 36-4917140

Plan number 001

Plan year 2023

ACK ID 20240713124216NAL0028688464001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Optimal Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Optimal Consulting 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 OPTIMAL CONSULTING 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