How big is Optimum Mortgage Company's plan?

Optimum Mortgage Company's plan reported $3K in assets for 2024.

Original filing (PDF)20250808071414NAL0009846962001

Optimum Mortgage Company

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Optimum Mortgage Company reported $3K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Shirley Horner signed Optimum Mortgage Company's 2024 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

Optimum Mortgage Company's EIN is 41-2225203.

EIN 41-2225203

Plan number 001

Plan year 2024

ACK ID 20250808071414NAL0009846962001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimum Mortgage Company'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 MORTGAGE COMPANY.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OPTIMUM MORTGAGE COMPANY

EIN

all filings

Address

550 CONGRESSIONAL BLVD · CARMEL, IN · 46032

Phone

(317) 689-8242

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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