How big is Optio Strategy Partners' plan?

Optio Strategy Partners' plan reported $182K in assets and 3 participants for 2024.

Original filing (PDF)20250718120816NAL0000799571001

Optio Strategy Partners

Name: Optio Strategy Partners — Optio 401(k) Plan, Form 5500 (2024)
Creator: Optio Strategy Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optio 401(k) Plan

401(k) retirement plan · Optio Strategy Partners' Optio 401(k) Plan held $182K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$182K

Net assets (EOY)

$182K

People on this filing

Marcus Bowie signed Optio Strategy Partners' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Optio Strategy Partners' EIN is 82-4578932.

EIN 82-4578932

Plan number 001

Plan year 2024

ACK ID 20250718120816NAL0000799571001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optio Strategy Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optio Strategy Partners' 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 OPTIO STRATEGY PARTNERS.

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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