How big is Optima Office, Inc.'s plan?

Optima Office, Inc.'s plan reported $2.7M in assets and 84 participants for 2024.

Original filing (PDF)20250609160430NAL0014182657001

Optima Office, Inc.

Name: Optima Office, Inc. — Optima Office 401(k) Plan, Form 5500 (2024)
Creator: Optima Office, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optima Office 401(k) Plan

401(k) retirement plan · Optima Office, Inc.'s Optima Office 401(k) Plan held $2.7M in plan assets for 84 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Jennifer Barnes signed Optima Office, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Barnes — 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 Office, Inc.'s EIN is 83-2114791.

EIN 83-2114791

Plan number 001

Plan year 2024

ACK ID 20250609160430NAL0014182657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optima Office, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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Plan health score

Above-average plan

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