Plan Snapshot
- Plan Sponsor: Optipro Systems, LLC
- Sponsor EIN: 263586286
- Sponsor Address: 6368 DEAN PARKWAY, ONTARIO, NY, 14519
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $8.7M
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 | 128 | $8.7M | $282,041 | $648,381 |
| 2023 | 116 | $7.7M | $226,008 | $572,708 |
| 2022 | 105 | $5.9M | $201,087 | $562,728 |
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 |
|---|---|---|---|---|
| ALAN RICH CPA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,109 | — | — | — | — |
| 2023 | $1,556 | — | — | — | — |
| 2022 | $1,068 | — | $1,068 | — | — |