How big is Optimize Solutions' plan?

Optimize Solutions' plan reported $293 in assets and 2 participants for 2024.

Original filing (PDF)20250718120810NAL0000799395001

Optimize Solutions

Name: Optimize Solutions — Optimize Solutions 401(k) Plan, Form 5500 (2024)
Creator: Optimize Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimize Solutions 401(k) Plan

401(k) retirement plan · Optimize Solutions' Optimize Solutions 401(k) Plan held $293 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$293

Net assets (EOY)

$293

People on this filing

Marcus Bowie signed Optimize Solutions' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Optimize Solutions' EIN is 36-4965946.

EIN 36-4965946

Plan number 001

Plan year 2024

ACK ID 20250718120810NAL0000799395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimize Solutions' 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 OPTIMIZE SOLUTIONS.

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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