How big is Optima Escrow, Inc.'s plan?

Optima Escrow, Inc.'s plan reported $571K in assets and 8 participants for 2024.

Original filing (PDF)20251014121154NAL0003891280017

Optima Escrow, Inc.

Name: Optima Escrow, Inc. — Optima Escrow, Inc. 401(k), Form 5500 (2024)
Creator: Optima Escrow, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optima Escrow, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Optima Escrow, Inc.'s Optima Escrow, Inc. 401(k) Profit Sharing Plan held $571K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$571K

Net assets (EOY)

$571K

People on this filing

Brian L Folks signed Optima Escrow, Inc.'s 2024 Form 5500 as plan administrator.

Brian L Folks — 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

Optima Escrow, Inc.'s EIN is 95-4775562.

EIN 95-4775562

Plan number 001

Plan year 2024

ACK ID 20251014121154NAL0003891280017

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optima Escrow, 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 OPTIMA ESCROW, 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