How big is Optas, LLC's plan?

Optas, LLC's plan reported $1.4M in assets and 11 participants for 2025.

Original filing (PDF)20260514153632NAL0007525171001

Optas, LLC

Name: Optas, LLC — Optas 401(k) Plan, Form 5500 (2025)
Creator: Optas, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optas 401(k) Plan

401(k) retirement plan · Optas, LLC's Optas 401(k) Plan held $1.4M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Meghan Railey signed Optas, LLC's 2025 Form 5500 as plan administrator.

Meghan Railey — 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

Optas, LLC's EIN is 83-4232409.

EIN 83-4232409

Plan number 001

Plan year 2025

ACK ID 20260514153632NAL0007525171001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Optas, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Optas, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

OPTAS, LLC

EIN

all filings

Address

15431 FITZHUGH RD. SUITE 203 · DRIPPING SPRINGS, TX · 78620

Phone

(415) 466-3985

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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