How big is Optimal Behavioral PLLC's plan?

Optimal Behavioral PLLC's plan reported $16K in assets and 4 participants for 2024.

Original filing (PDF)20250722200508NAL0008169106001

Optimal Behavioral PLLC

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

Form 5500-SF

FILING_RECEIVED

Behavioral 401(k) Retirement Plan

401(k) retirement plan · Optimal Behavioral PLLC's Behavioral 401(k) Retirement Plan held $16K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

Nick Rice signed Optimal Behavioral PLLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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 Behavioral PLLC's EIN is 61-1761356.

EIN 61-1761356

Plan number 001

Plan year 2024

ACK ID 20250722200508NAL0008169106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimal Behavioral PLLC'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 BEHAVIORAL PLLC.

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Plan health score

Above-average plan

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

Knocking points off