How big is Optimize Services, LLC's plan?

Optimize Services, LLC's plan reported $81K in assets and 4 participants for 2025.

Original filing (PDF)20260428220141NAL0005600195034

Optimize Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Optimize Services, LLC 401(k) Plan

401(k) retirement plan · Optimize Services, LLC's Optimize Services, LLC 401(k) Plan held $81K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

People on this filing

Elantha Barry signed Optimize Services, 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

Optimize Services, LLC's EIN is 87-2621653.

EIN 87-2621653

Plan number 001

Plan year 2025

ACK ID 20260428220141NAL0005600195034

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Optimize Services, 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 OPTIMIZE SERVICES, 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

OPTIMIZE SERVICES, LLC

EIN

all filings

Address

90 CANAL ST · 4TH FLOOR · BOSTON, MA · 02114

Phone

(916) 502-5447

Industry

Professional & Technical Services

Plan administrator