Original filing (PDF)20250929134721NAL0015274435001

OPTIMIZED CFO & CONTROLLER SERVICES

Name: OPTIMIZED CFO & CONTROLLER SERVICES — OPTIMIZED CFO & CONTROLLER SERVICES MCF BENEFIT PLAN, Form 5500 (2024)
Creator: OPTIMIZED CFO & CONTROLLER SERVICES

Form 5500-SF

FILING_RECEIVED

OPTIMIZED CFO & CONTROLLER SERVICES MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMIZED CFO & CONTROLLER SERVICES.

Plan sponsor

Name

OPTIMIZED CFO & CONTROLLER SERVICES

EIN

83-3362811all filings

Address

PO BOX 7201 · COLUMBIA, MO · 65205

Phone

(573) 220-1019

Industry

Professional & Technical Servicessee all

Plan administrator