Filings through .
Sponsor portfolio
Optimize Services, LLC
EIN 87-2621653Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$81K assets
Welfare
0
Participants
7
90 CANAL ST, 4TH FLOOR - BOSTON, MA 02114916-502-5447
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTIMIZE SERVICES, LLC 401(K) PLAN | 401(k) | $81K | 7 | 2025 |
Retirement plans