OpenERISA

Optimity Advisors

Washington, DC, 200062825

EIN 27-0907950
Plans
1
Total participants
150
Filing years
2024, 2021, 2020
NAICS
524290

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Optimity Advisors 401(K) Plan6
2021Form 5500001Optimity Advisors 401(K) Plan80
2020Form 5500001Optimity Advisors 401(K) Plan64

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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