How big is Optimum HVAC LLC's plan?

Optimum HVAC LLC's plan reported $472K in assets and 8 participants for 2025.

Original filing (PDF)20260420103922NAL0002297232001

Optimum HVAC LLC

Name: Optimum HVAC LLC — Optimum HVAC LLC 401(k) Plan, Form 5500 (2025)
Creator: Optimum HVAC LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optimum HVAC LLC 401(k) Plan

401(k) retirement plan · Optimum HVAC LLC's Optimum HVAC LLC 401(k) Plan held $472K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$472K

Net assets (EOY)

$472K

People on this filing

Karen Bell signed Optimum HVAC LLC's 2025 Form 5500 as plan administrator.

Karen Bell — 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

Optimum HVAC LLC's EIN is 99-1973505.

EIN 99-1973505

Plan number 001

Plan year 2025

ACK ID 20260420103922NAL0002297232001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Optimum HVAC LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Optimum HVAC LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMUM HVAC 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

Knocking points off