How big is Optima Capital Management LLC's plan?

Optima Capital Management LLC's plan reported $258K in assets and 4 participants for 2025.

Original filing (PDF)20260424220651NAL0013321346016

Optima Capital Management LLC

Name: Optima Capital Management LLC — Optima Capital, Form 5500 (2025)
Creator: Optima Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optima Capital Management LLC 401(k) Plan

401(k) retirement plan · Optima Capital Management LLC's Optima Capital Management LLC 401(k) Plan held $258K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

People on this filing

Elantha Barry signed Optima Capital Management LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Optima Capital Management LLC's EIN is 84-3178156.

EIN 84-3178156

Plan number 001

Plan year 2025

ACK ID 20260424220651NAL0013321346016

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMA CAPITAL MANAGEMENT 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