# Optima Tax Relief, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/optima-tax-relief-llc-272793788-501

> Optima Tax Relief, LLC's Health & Welfare plan: 393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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