# Opticsplanet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/opticsplanet-inc-401k-plan

> Opticsplanet, INC.'s 401(k) plan: 354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Opticsplanet, INC.

- **Sponsor EIN:** 364397726

- **Sponsor Address:** 3150 COMMERCIAL AVENUE, NORTHBROOK, IL, 60062

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

- **Total Participants:** 354

- **Total Assets:** $10.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|354|$10.9M|$184,317|$1.0M|

| 2023|399|$9.0M|$239,786|$1.2M|

| 2022|491|$6.5M|$321,309|$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|

| AURUM WEALTH MANAGEMENT GROUP|INVESTMENT ADVISOR|$24,547|—|$24,547|

| PLANTE MORAN PLLC|OTHER|$23,000|—|$23,000|

| CBIZ BENEFITS & INS SERVICES INC.|CONTRACT ADMIN|$14,087|—|$14,087|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,634

- **Estimated Expense Ratio:** 0.567% 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|$92,582|—|—|—|—|

| 2023|$41,956|—|—|—|—|

| 2022|$25,043|$25,043|—|—|—|

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