How big is Options, Inc.'s plan?

Options, Inc.'s plan reported $1.4M in assets and 215 participants for 2024.

Original filing (PDF)20250921161146NAL0004410913001

Options, Inc.

Name: Options, Inc. — Options, Inc. 403(b) Plan, Form 5500 (2024)
Creator: Options, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Options, Inc. 403(b) Plan

401(k) retirement plan · Options, Inc.'s Options, Inc. 403(b) Plan held $1.4M in plan assets for 215 participants in 2024.

Signals · 1

No auditor on file

Active participants

215

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Options, Inc.'s EIN is 72-1161001.

EIN 72-1161001

Plan number 001

Plan year 2024

ACK ID 20250921161146NAL0004410913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Options, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Options, Inc.'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 OPTIONS, INC.

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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 (2nd percentile).

Helping the score