Optima Asset Management LLC

Geoffrey M Lewis signed Optima Asset Management LLC's 2025 Form 5500 as plan administrator.

• Geoffrey M Lewis — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Optima Asset Management LLC's EIN is 84-1788752.

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

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