How big is Optimal Healthcare Advisors LLC's plan?

Optimal Healthcare Advisors LLC's plan reported $8K in assets and 6 participants for 2024.

Original filing (PDF)20250612060311NAL0047790770001

Optimal Healthcare Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Optimal Healthcare Advisors LLC held $8K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Shirley Horner signed Optimal Healthcare Advisors LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Optimal Healthcare Advisors LLC's EIN is 99-1272334.

EIN 99-1272334

Plan number 001

Plan year 2024

ACK ID 20250612060311NAL0047790770001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimal Healthcare Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMAL HEALTHCARE ADVISORS LLC.

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Plan health score

Above-average plan

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