How big is Optimization Technology Inc.'s plan?

Optimization Technology Inc.'s plan reported $8.0M in assets and 5 participants for 2024.

Original filing (PDF)20250715212827NAL0003923712001

Optimization Technology Inc.

Name: Optimization Technology Inc. — Optimization, Form 5500 (2024)
Creator: Optimization Technology Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimization Technology Saving Plan

401(k) retirement plan · Optimization Technology Inc.'s Optimization Technology Saving Plan held $8.0M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

People on this filing

Trace Parish signed Optimization Technology Inc.'s 2024 Form 5500 as plan administrator.

Trace Parish — 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

Optimization Technology Inc.'s EIN is 94-2898920.

EIN 94-2898920

Plan number 001

Plan year 2024

ACK ID 20250715212827NAL0003923712001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimization Technology Inc.'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 OPTIMIZATION TECHNOLOGY INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

OPTIMIZATION TECHNOLOGY INC

EIN

all filings

Address

12125 N SHAWDEE RD SE · HUNTSVILLE, AL · 358033707

Phone

(256) 426-9995

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator