How big is Optimal Outcomes, LLC's plan?

Optimal Outcomes, LLC's plan reported $3.2M in assets and 16 participants for 2024.

Original filing (PDF)20251015143249NAL0006596032001

Optimal Outcomes, LLC

Name: Optimal Outcomes, LLC — Optimal Outcomes, LLC 401(k), Form 5500 (2024)
Creator: Optimal Outcomes, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimal Outcomes, LLC 401(k) Plan

401(k) retirement plan · Optimal Outcomes, LLC's Optimal Outcomes, LLC 401(k) Plan held $3.2M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Andrew Boggini signed Optimal Outcomes, LLC's 2024 Form 5500 as plan administrator.

Andrew Boggini — 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

Optimal Outcomes, LLC's EIN is 91-2060499.

EIN 91-2060499

Plan number 001

Plan year 2024

ACK ID 20251015143249NAL0006596032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optimal Outcomes, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optimal Outcomes, 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 OPTIMAL OUTCOMES, 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