Plan Snapshot
- Plan Sponsor: Optima Tax Relief, LLC
- Sponsor EIN: 272793788
- Sponsor Address: 6 HUTTON CENTRE DRIVE, SUITE 200, SANTA ANA, CA, 92707
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 393
- Total Assets: $0
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 393 | $0 | $0 | $0 |
| 2024 | 365 | $0 | $0 | $0 |
| 2023 | 334 | $0 | $0 | $0 |
| 2022 | 533 | $0 | $0 | $0 |