How big is Optimist Consulting, LLC's plan?

Optimist Consulting, LLC's plan reported $1.3M in assets and 14 participants for 2024.

Original filing (PDF)20250610114431NAL0024569840001

Optimist Consulting, LLC

Name: Optimist Consulting, LLC — Optimist Consulting, LLC, Form 5500 (2024)
Creator: Optimist Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimist Consulting, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Optimist Consulting, LLC's Optimist Consulting, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Shirley Horner signed Optimist Consulting, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Optimist Consulting, LLC's EIN is 82-1252463.

EIN 82-1252463

Plan number 001

Plan year 2024

ACK ID 20250610114431NAL0024569840001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimist Consulting, LLC'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 OPTIMIST CONSULTING, 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