Marcio B. LEAL signed Optima Dealer Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Optima Dealer Services Inc.'s EIN is 83-4438730.
Download the official 2024 Form 5500 (PDF) for Optima Dealer Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Optima Dealer Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Shares | Common Collective Trusts | — | — | $267K | 41.7% | |
| Vanguard Total International Stock Index Admiral Shares | Mutual Funds | — | — | $162K | 25.3% | |
| Vanguard Total Bond Market Index Admiral Shares | Mutual Funds | — | — | $89K | 13.9% | |
| Banc of California BANC Master Deposit Account A ** 6 Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $46K | 7.2% | |
| Vanguard Total International Bond Index Admiral Shares | Mutual Funds | — | — | $41K | 6.3% | |
| Vanguard Short-term Inflation Protection Securities Index Admiral | Mutual Funds | — | — | $2K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
