How big is Optimal Technology, LLC's plan?

Optimal Technology, LLC's plan reported $638K in assets and 6 participants for 2024.

Original filing (PDF)20250617140450NAL0000952163001

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 401(k) Profit Sharing Plan

401(k) retirement plan · Optimal Technology, LLC's Optimal Technology, LLC 401(k) Profit Sharing Plan held $638K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

Plan identifiers

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

EIN 95-4712685

Plan number 002

Plan year 2024

ACK ID 20250617140450NAL0000952163001

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 profit-sharing, a 401(k) feature, a self-directed brokerage window.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score