# Opta Group LP 401(k) Plan
Source: https://planprovider.pro/companies/opta-group-llc-401k-plan

> Opta Group LP's 401(k) plan: 502 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Opta Group LP

- **Sponsor EIN:** 822687965

- **Sponsor Address:** BUILDING 210 14TH STREET, NEW KENSINGTON, PA, 15068

- **Plan Type:** 401(k)

- **Total Participants:** 502

- **Total Assets:** $34.9M

## 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|502|$34.9M|$1.2M|$1.7M|

| 2023|251|$27.3M|$906,962|$1.3M|

| 2022|240|$25.9M|$813,317|$1.2M|

## 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|$40,241|—|$40,241|

| COMMONWEALTH FINANCIAL NETWORK|ADVISOR|$35,000|—|$35,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,153|—|$12,153|

| FREED MAXICK P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,394

- **Estimated Expense Ratio:** 0.250% 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|$87,395|$47,153|$1,869|—|—|

| 2023|$83,118|$43,403|$1,607|—|—|

| 2022|$76,633|$6,410|—|—|—|

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