How big is Optima Real Estate Services' plan?

Optima Real Estate Services' plan reported $389K in assets and 16 participants for 2024.

Original filing (PDF)20250729103047NAL0007143666001

Optima Real Estate Services

Name: Optima Real Estate Services — Optima Real Estate, Form 5500 (2024)
Creator: Optima Real Estate Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optima Real Estate Services 401(k) Plan

401(k) retirement plan · Optima Real Estate Services' Optima Real Estate Services 401(k) Plan held $389K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$389K

Net assets (EOY)

$389K

People on this filing

Matt Klimisch signed Optima Real Estate Services' 2024 Form 5500 as plan administrator.

Matt Klimisch — 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

Optima Real Estate Services' EIN is 81-4243265.

EIN 81-4243265

Plan number 001

Plan year 2024

ACK ID 20250729103047NAL0007143666001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optima Real Estate Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optima Real Estate Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMA REAL ESTATE SERVICES.

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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