How big is Optima Management Services, LLC's plan?

Optima Management Services, LLC's plan reported $865K in assets and 153 participants for 2023.

Original filing (PDF)20241009095410NAL0018124897005

Optima Management Services, LLC

Name: Optima Management Services, LLC — Optima Management, Form 5500 (2023)
Creator: Optima Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optima Management Services 401(k) Plan

401(k) retirement plan · Optima Management Services, LLC's Optima Management Services 401(k) Plan held $865K in plan assets for 153 participants in 2023.

Signals · 1

No auditor on file

Active participants

153

Accounts w/ balance

Plan assets (EOY)

$865K

Net assets (EOY)

$865K

Plan identifiers

Optima Management Services, LLC's EIN is 88-1649770.

EIN 88-1649770

Plan number 001

Plan year 2023

ACK ID 20241009095410NAL0018124897005

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Optima Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Optima Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 MANAGEMENT SERVICES, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score