How big is OX Optimal, Inc.'s plan?

OX Optimal, Inc.'s plan reported $2.4M in assets and 11 participants for 2024.

Original filing (PDF)20250711162411NAL0007531969001

OX Optimal, Inc.

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

Form 5500-SF

FILING_RECEIVED

OX Optimal 401(k) Plan

401(k) retirement plan · OX Optimal, Inc.'s OX Optimal 401(k) Plan held $2.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

OX Optimal, Inc.'s EIN is 46-0540862.

EIN 46-0540862

Plan number 001

Plan year 2024

ACK ID 20250711162411NAL0007531969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

OX Optimal, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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

Plan sponsor

Name

OX OPTIMAL, INC.

EIN

all filings

Address

2923 SOUTH DELAWARE · MILWAUKEE, WI · 53207

Phone

(773) 750-8702

Industry

Professional & Technical Services

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

2025-07-11

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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