· 2022–2024 · DOL EFAST2

OPTIMUS PRIVATE CAPITAL, LLC — OPTIMUS PRIVATE CAPITAL, LLC 401(K) & PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250915093646NAL0001213696001

OPTIMUS PRIVATE CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

OPTIMUS PRIVATE CAPITAL, LLC 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

3

Plan assets (EOY)

$58K

Net assets (EOY)

$58K

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

45

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

OPTIMUS PRIVATE CAPITAL, LLC

EIN

92-1914206

Address

7694 STRAUSSER STREET. NW · NORTH CANTON, OH · 44720

Phone

(330) 880-3514

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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