How big is Optimizing Foundations, LLC's plan?

Optimizing Foundations, LLC's plan reported $16K in assets and 3 participants for 2024.

Original filing (PDF)20250826153759NAL0008839313001

Optimizing Foundations, LLC

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

Form 5500-SF

FILING_RECEIVED

Optimizing Foundations LLC Defined Contribution Plan

401(k) retirement plan · Optimizing Foundations, LLC's Optimizing Foundations LLC Defined Contribution Plan held $16K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

Plan identifiers

Optimizing Foundations, LLC's EIN is 99-2849219.

EIN 99-2849219

Plan number 001

Plan year 2024

ACK ID 20250826153759NAL0008839313001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Optimizing Foundations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 OPTIMIZING FOUNDATIONS, 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