How big is Optify's plan?

Optify's plan reported $191K in assets and 9 participants for 2024.

Original filing (PDF)20250227112915NAL0002184913001

Optify

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

Form 5500-SF

FILING_RECEIVED

Optify, LLC 401(k) Retirement Plan

401(k) retirement plan · Optify's Optify, LLC 401(k) Retirement Plan held $191K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

People on this filing

KRIS Carpenter signed Optify's 2024 Form 5500 as plan administrator.

KRIS Carpenter — 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

Optify's EIN is 92-1380694.

EIN 92-1380694

Plan number 001

Plan year 2024

ACK ID 20250227112915NAL0002184913001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optify's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIFY.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OPTIFY

EIN

all filings

Address

11921 FREEDOM DRIVE CENTER · SUITE 550 · RESTON, VA · 20190

Phone

(703) 850-4831

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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