# Opto 22 DC Plan
Source: https://planprovider.pro/companies/opto-22-plan-001

> Opto 22's DC plan: 117 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Opto 22

- **Sponsor EIN:** 952896389

- **Sponsor Address:** 43044 BUSINESS PARK DRIVE, TEMECULA, CA, 925903614

- **Plan Type:** DC

- **Total Participants:** 117

- **Total Assets:** $22.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2025|117|$22.4M|$0|$0|

| 2024|114|$21.7M|$0|$0|

| 2023|113|$20.5M|$0|$0|

## 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|

| LEVITZACKS CPAS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEVITZACKS CPAS LLP](https://planprovider.pro/provider/levitzacks-cpas-llp) — Auditor

## 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|

| 2025|$71,516|—|$204|—|—|

| 2024|$67,731|—|$245|—|—|

| 2023|$65,114|—|$123|—|$64,991|

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