How big is Optare Financial Partners' plan?

Optare Financial Partners' plan reported $408K in assets and 8 participants for 2024.

Original filing (PDF)20250905112152NAL0035841410001

Optare Financial Partners

Name: Optare Financial Partners — Optare Financial, Form 5500 (2024)
Creator: Optare Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optare Financial Partners 401(k) Plan

401(k) retirement plan · Optare Financial Partners' Optare Financial Partners 401(k) Plan held $408K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

People on this filing

Shawn Sullivan signed Optare Financial Partners' 2024 Form 5500 as plan administrator.

Shawn Sullivan — 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

Optare Financial Partners' EIN is 92-3407425.

EIN 92-3407425

Plan number 001

Plan year 2024

ACK ID 20250905112152NAL0035841410001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optare Financial Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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