Plan Snapshot
- Plan Sponsor: Edmund Optics, INC.
- Sponsor EIN: 223684196
- Sponsor Address: 101 E GLOUCESTER PIKE, BARRINGTON, NJ, 08007
- Plan Type: 401(k)
- Total Participants: 362
- Total Assets: $45.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 362 | $45.1M | $938,668 | $3.4M |
| 2023 | 371 | $39.0M | $1.1M | $3.2M |
| 2022 | 381 | $30.4M | $853,751 | $2.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | PLAN ADMINISTRATOR | $44,183 | — | $44,183 |
| ARKADIOSW | INVESTMENT ADVISOR | $39,114 | — | $39,114 |
| OSAIC FA INC | ADVISOR | $22,179 | — | $22,179 |
| LPL FINANCIAL LLC | ADVISOR | $7,834 | — | $7,834 |
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC FA INC — ADVISOR
- LPL FINANCIAL LLC — ADVISOR
- TORRILLO & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,310
- Estimated Expense Ratio: 0.251% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $113,310 | $69,127 | — | — | — |
| 2023 | $121,829 | $75,975 | — | — | — |
| 2022 | $97,997 | — | — | — | — |