How big is 1ST Optimal's plan?

1ST Optimal's plan reported $1K in assets and 8 participants for 2025.

Original filing (PDF)20260427111322NAL0019119042001

1ST Optimal

Name: 1ST Optimal — 1ST Optimal 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: 1ST Optimal
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1ST Optimal 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · 1ST Optimal's 1ST Optimal 401(k) Profit Sharing Plan & Trust held $1K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

People on this filing

Edward Rojas signed 1ST Optimal's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

1ST Optimal's EIN is 99-3337105.

EIN 99-3337105

Plan number 001

Plan year 2025

ACK ID 20260427111322NAL0019119042001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for 1ST Optimal from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

1ST Optimal'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 1ST OPTIMAL.

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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

Knocking points off