How big is Optimize Electric Inc.'s plan?

Optimize Electric Inc.'s plan reported $31K in assets and 13 participants for 2024.

Original filing (PDF)20250718120810NAL0003105090001

Optimize Electric Inc.

Name: Optimize Electric Inc. — Optimize Electric 401(k), Form 5500 (2024)
Creator: Optimize Electric Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimize Electric 401(k) Plan

401(k) retirement plan · Optimize Electric Inc.'s Optimize Electric 401(k) Plan held $31K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Marcus Bowie signed Optimize Electric Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Optimize Electric Inc.'s EIN is 85-0733601.

EIN 85-0733601

Plan number 001

Plan year 2024

ACK ID 20250718120810NAL0003105090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optimize Electric Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optimize Electric Inc.'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 OPTIMIZE ELECTRIC INC.

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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