Optimize Financial, Inc.

Casey Witters signed Optimize Financial, Inc.'s 2024 Form 5500 as plan administrator.

• Casey Witters — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Optimize Financial, Inc.'s EIN is 83-1085006.

Download the official 2024 Form 5500 (PDF) for Optimize Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Optimize Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).