How big is Optimized CFO Controller Services' plan?

Optimized CFO Controller Services' plan reported $346K in assets and 4 participants for 2025.

Original filing (PDF)20260423220450NAL0005237409097

Optimized CFO Controller Services

Name: Optimized CFO Controller Services — Optimized CFO, Form 5500 (2025)
Creator: Optimized CFO Controller Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimized CFO Controller Services 401(k) Plan

401(k) retirement plan · Optimized CFO Controller Services' Optimized CFO Controller Services 401(k) Plan held $346K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

Plan identifiers

Optimized CFO Controller Services' EIN is 83-3362811.

EIN 83-3362811

Plan number 001

Plan year 2025

ACK ID 20260423220450NAL0005237409097

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Optimized CFO Controller Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Optimized CFO Controller Services' 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 OPTIMIZED CFO CONTROLLER SERVICES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

OPTIMIZED CFO CONTROLLER SERVICES

EIN

all filings

Address

2001 CORONA RD · STE 205 · COLUMBIA, MO · 65203

Phone

(573) 447-8400

Industry

Professional & Technical Services

Plan administrator