Original filing (PDF)20241009095410NAL0018124897005

OPTIMA MANAGEMENT SERVICES, LLC

Name: OPTIMA MANAGEMENT SERVICES, LLC — OPTIMA MANAGEMENT SERVICES 401(K) PLAN, Form 5500 (2023)
Creator: OPTIMA MANAGEMENT SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

OPTIMA MANAGEMENT SERVICES 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

153

Accounts w/ balance

Plan assets (EOY)

$865K

Net assets (EOY)

$865K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTIMA MANAGEMENT SERVICES, LLC.

Plan sponsor

Name

OPTIMA MANAGEMENT SERVICES, LLC

EIN

88-1649770

Address

2706 HORSESHOE DRIVE SOUTH · NAPLES, FL · 34104

Phone

(239) 449-8599

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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