How big is Optimal HVAC LLC's plan?

Optimal HVAC LLC's plan reported $100K in assets and 12 participants for 2024.

Original filing (PDF)20250502112532NAL0009674258001

Optimal HVAC LLC

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

Form 5500-SF

FILING_RECEIVED

Optimal HVAC LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Optimal HVAC LLC's Optimal HVAC LLC 401(k) Profit Sharing Plan & Trust held $100K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

People on this filing

Edward Rojas signed Optimal HVAC LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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 HVAC LLC's EIN is 81-5305458.

EIN 81-5305458

Plan number 001

Plan year 2024

ACK ID 20250502112532NAL0009674258001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimal HVAC 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 OPTIMAL HVAC LLC.

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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