How big is Optimized Health, LLC's plan?

Optimized Health, LLC's plan reported $172K in assets and 6 participants for 2025.

Original filing (PDF)20260501221243NAL0001687809085

Optimized Health, LLC

Name: Optimized Health, LLC — Optimized Health, LLC 401(k), Form 5500 (2025)
Creator: Optimized Health, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimized Health, LLC 401(k) Plan

401(k) retirement plan · Optimized Health, LLC's Optimized Health, LLC 401(k) Plan held $172K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

Plan identifiers

Optimized Health, LLC's EIN is 88-0667765.

EIN 88-0667765

Plan number 001

Plan year 2025

ACK ID 20260501221243NAL0001687809085

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Optimized Health, 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 OPTIMIZED HEALTH, 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