How big is Optimum Financial Services, LLC's plan?

Optimum Financial Services, LLC's plan reported $199K in assets and 4 participants for 2025.

Original filing (PDF)20260429220033NAL0006109827027

Optimum Financial Services, LLC

Name: Optimum Financial Services, LLC — Optimum Financial, Form 5500 (2025)
Creator: Optimum Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimum Financial Services 401(k) Plan

401(k) retirement plan · Optimum Financial Services, LLC's Optimum Financial Services 401(k) Plan held $199K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

Plan identifiers

Optimum Financial Services, LLC's EIN is 64-0792612.

EIN 64-0792612

Plan number 001

Plan year 2025

ACK ID 20260429220033NAL0006109827027

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Optimum Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Optimum Financial Services, 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 OPTIMUM FINANCIAL SERVICES, LLC.

Finding similar companies…

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