How big is Optimal Technology, LLC's plan?

Optimal Technology, LLC's plan reported $972K in assets and 5 participants for 2024.

Original filing (PDF)20250617141357NAL0001885601001

Optimal Technology, LLC

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

Form 5500-SF

FILING_RECEIVED

Optimal Technology, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Optimal Technology, LLC's Optimal Technology, LLC Cash Balance Pension Plan held $972K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$972K

Net assets (EOY)

$972K

Plan identifiers

Optimal Technology, LLC's EIN is 95-4712685.

EIN 95-4712685

Plan number 001

Plan year 2024

ACK ID 20250617141357NAL0001885601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimal Technology, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMAL TECHNOLOGY, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score