How big is Optimized CFO & Controller Services' plan?

Optimized CFO & Controller Services' plan reported $4K in assets and 6 participants for 2024.

Original filing (PDF)20250929134721NAL0015274435001

Optimized CFO & Controller Services

Name: Optimized CFO & Controller Services — Optimized CFO, Form 5500 (2024)
Creator: Optimized CFO & Controller Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimized CFO & Controller Services MCF Benefit Plan

Health & welfare plan · Optimized CFO & Controller Services' Optimized CFO & Controller Services MCF Benefit Plan held $4K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

KARA Corches signed Optimized CFO & Controller Services' 2024 Form 5500 as plan administrator.

KARA Corches — 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

Optimized CFO & Controller Services' EIN is 83-3362811.

EIN 83-3362811

Plan number 501

Plan year 2024

ACK ID 20250929134721NAL0015274435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optimized CFO & Controller Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optimized CFO & Controller Services' plan includes health coverage.

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 (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