How big is Optimism LLC DBA Barrett Hofherr's plan?

Optimism LLC DBA Barrett Hofherr's plan reported $4.1M in assets and 22 participants for 2025.

Original filing (PDF)20260402141649NAL0002361633001

Optimism LLC DBA Barrett Hofherr

Name: Optimism LLC DBA Barrett Hofherr — Barrett Hofherr, Form 5500 (2025)
Creator: Optimism LLC DBA Barrett Hofherr
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barrett Hofherr 401(k) Plan & Trust

401(k) retirement plan · Optimism LLC DBA Barrett Hofherr's Barrett Hofherr 401(k) Plan & Trust held $4.1M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

James Barrett signed Optimism LLC DBA Barrett Hofherr's 2025 Form 5500 as plan administrator.

James Barrett — 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

Optimism LLC DBA Barrett Hofherr's EIN is 46-0896811.

EIN 46-0896811

Plan number 001

Plan year 2025

ACK ID 20260402141649NAL0002361633001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Optimism LLC DBA Barrett Hofherr from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Optimism LLC DBA Barrett Hofherr's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMISM LLC DBA BARRETT HOFHERR.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

OPTIMISM LLC DBA BARRETT HOFHERR

EIN

all filings

Address

250 SUTTER STREET, SUITE 200 · SAN FRANCISCO, CA · 94108

Phone

(415) 407-1964

Industry

Professional & Technical Services

Plan administrator