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OPTIMIZE FINANCIAL, INC.

EIN 83-1085006-financial services-Latest filing 2025
Plans
1
Retirement
1
$737K assets
Welfare
0
Participants
11
100 SPECTRUM CENTER DRIVE, STE. 300 - IRVINE, CA 92618949-471-0000optimizefinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$737K - 11 part

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Retirement#002

OPTIMIZE FINANCIAL, INC. 401(K) PLAN

401k

Assets$737K
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002OPTIMIZE FINANCIAL, INC. 401(K) PLAN401k$737K112025
Retirement plans
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