How big is Optimal Solutions Group, LLC's plan?

Optimal Solutions Group, LLC's plan reported $4.4M in assets and 23 participants for 2024.

Original filing (PDF)20250519200120NAL0001423648001

Optimal Solutions Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Optimal Solutions Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Optimal Solutions Group, LLC's Optimal Solutions Group, LLC 401(k) Profit Sharing Plan held $4.4M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Mark Turner signed Optimal Solutions Group, LLC's 2024 Form 5500 as plan administrator.

Mark Turner — 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 Solutions Group, LLC's EIN is 52-2216205.

EIN 52-2216205

Plan number 001

Plan year 2024

ACK ID 20250519200120NAL0001423648001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimal Solutions Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 SOLUTIONS GROUP, LLC.

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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 (94th percentile).

Plan sponsor

Name

OPTIMAL SOLUTIONS GROUP, LLC

EIN

all filings

Address

5825 UNIVERSITY RESEARCH COURT#1100 · COLLEGE PARK, MD · 20740

Phone

(301) 306-1170

Industry

Professional & Technical Services

Plan administrator