How big is Optimal Care Services LLC's plan?

Optimal Care Services LLC's plan reported $2.1M in assets and 288 participants for 2024.

Original filing (PDF)20250708092306NAL0002559811001

Optimal Care Services LLC

Name: Optimal Care Services LLC — Optimal Care Services, Form 5500 (2024)
Creator: Optimal Care Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimal Care Services LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Optimal Care Services LLC's Optimal Care Services LLC 401(k) Profit Sharing Plan & Trust held $2.1M in plan assets for 288 participants in 2024.

Signals · 1

No auditor on file

Active participants

288

Accounts w/ balance

108

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Frantz Lundy signed Optimal Care Services LLC's 2024 Form 5500 as plan administrator.

Frantz Lundy — 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

Optimal Care Services LLC's EIN is 46-3850535.

EIN 46-3850535

Plan number 001

Plan year 2024

ACK ID 20250708092306NAL0002559811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optimal Care Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optimal Care Services LLC'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 OPTIMAL CARE SERVICES LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score