Original filing (PDF)20250509154814NAL0010056147001

ASSET OPTIMIZATION CONSULTANTS INC.

Name: ASSET OPTIMIZATION CONSULTANTS INC. — ASSET OPTIMIZATION CONSULTANTS INC. 401(K) PLAN, Form 5500 (2024)
Creator: ASSET OPTIMIZATION CONSULTANTS INC.

Form 5500-SF

FILING_RECEIVED

ASSET OPTIMIZATION CONSULTANTS INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$978K

Net assets (EOY)

$978K

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 average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSET OPTIMIZATION CONSULTANTS INC..

Plan sponsor

Name

ASSET OPTIMIZATION CONSULTANTS INC.

EIN

46-1101190

Address

16000 BARKERS POINT LANE SUITE 105 · HOUSTON, TX · 77079

Phone

(281) 909-7333

Industry

Professional & Technical Servicessee all

Plan administrator