# Optical Society Of America 403(b) Plan
Source: https://planprovider.pro/companies/optical-society-of-america-403b-plan

> Optical Society Of America's 403(b) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Optical Society Of America

- **Sponsor EIN:** 530259696

- **Sponsor Address:** 2010 MASSACHUSETTS AVE, NW, WASHINGTON, DC, 20036

- **Plan Type:** 403(b)

- **Total Participants:** 141

- **Total Assets:** $67.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|141|$67.4M|$1.7M|$1.1M|

| 2023|135|$58.6M|$1.6M|$1.2M|

| 2022|125|$48.5M|$1.4M|$1.0M|

## 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|

| BDO USA, P.C.|Auditor|$34,896|—|$34,896|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,896

- **Estimated Expense Ratio:** 0.052% 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|$97,579|$6,500|$56,183|$34,896|—|

| 2023|$67,238|—|$41,245|$25,993|—|

| 2022|$44,266|$6,500|$9,161|—|$28,605|

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