Optima Engineering, PA DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Optima Engineering, PA
  • Sponsor EIN: 561784686
  • Sponsor Address: 1927 SOUTH TRYON STREET, CHARLOTTE, NC, 28203
  • Plan Type: DC
  • Total Participants: 77
  • Total Assets: $10.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202477$10.7M$516,294$0
202377$10.7M$516,294$0
202261$5.6M$521,986$0

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