Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OPTIMA ENGINEERING, P.A.
EIN 56-1784686information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$33.1M assets
Welfare
0
Participants
205
1927 S TRYON STREET, SUITE #300 - CHARLOTTE, NC 282034688704-927-1789optimapa.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.1M assets / 205 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#001
OPTIMA ENGINEERING, P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$22.5M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OPTIMA ENGINEERING, P.A. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.6M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTIMA ENGINEERING, P.A. 401(K) PROFIT SHARING PLAN | 401k | $22.5M | 115 | 2025 | |
| 002 | OPTIMA ENGINEERING, P.A. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.6M | 90 | 2025 |
Retirement plans