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Filings through Oct 24, 2026.

Sponsor portfolio

OPTIMIZE5

EIN 33-2591645-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$23K assets
Welfare
0
Participants
10
122 E. FOOTHILL BLVD, STE. #342 - ARCADIA, CA 91006626-247-4240
Plans on this EIN
1 filing
#001401(k)-$23K - 10 part

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Retirement#001

OPTIMIZE5 401(K) PLAN

401(k)

Assets$23K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTIMIZE5 401(K) PLAN401(k)$23K102025
Retirement plans
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