Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Optimum Management Solutions, LLC
EIN 47-5245586Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$806K assets
Welfare
0
Participants
15
2255 CUMBERLAND PKWY SE, BLDG 600 STE 150 - ATLANTA, GA 30339404-401-4113
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $806K assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OPTIMUM MANAGEMENT SOLUTIONS, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$755K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
OPTIMUM MANAGEMENT SOLUTIONS, LLC RETIREMENT PLAN
Profit-sharing
Assets$51K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OPTIMUM MANAGEMENT SOLUTIONS, LLC CASH BALANCE PENSION PLAN | Cash balance | $755K | 8 | 2025 | |
| 003 | OPTIMUM MANAGEMENT SOLUTIONS, LLC RETIREMENT PLAN | Profit-sharing | $51K | 7 | 2025 |
Retirement plans