Original filing (PDF)20251030125142NAL0001978977001

OPTIONS FOR LIFE

Name: OPTIONS FOR LIFE — OPTIONS FOR LIFE 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: OPTIONS FOR LIFE

Form 5500-SF

FILING_RECEIVED

OPTIONS FOR LIFE 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIONS FOR LIFE.

Plan sponsor

Name

OPTIONS FOR LIFE

EIN

74-2393875all filings

Address

1126 LOOP 337 · NEW BRAUNFELS, TX · 78130

Phone

(830) 629-7565

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

CRYOHEALTHCARE MARINA DEL REY INC

CRYOHEALTHCARE MARINA DEL REY 401(K) PLAN

$14K · 5 participants

BUILDING FOUNDATIONS COUNSELIN

BUILDING FOUNDATIONS COUNSELIN 401(K) PROFIT SHARING PLAN & TRUST

$15K · 7 participants

HILL TOP ENTERPRISE, LLC

HILL TOP ENTERPRISE, LLC 401(K) PLAN

$15K · 12 participants

FERTILITY & IVF CENTER OF MIAMI

FERTILITY & IVF CENTER OF MIAMI GHT BENEFIT PLAN

$15K · 19 participants

CINCINNATI AESTHETICS

CINCINNATI AESTHETICS 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.