Plan Snapshot
- Plan Sponsor: Optoma Technology, INC.
- Sponsor EIN: 770403350
- Sponsor Address: 47697 WESTINGHOUSE DRIVE, FREMONT, CA, 94539
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $8.1M
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 | 97 | $8.1M | $290,472 | $553,543 |
| 2023 | 78 | $6.7M | $239,335 | $514,153 |
| 2022 | 74 | $5.3M | $137,668 | $466,510 |
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 |
|---|---|---|---|---|
| JOHANSON& YAU ACCOUNTANCY CORPORAT | 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 | $22,328 | $22,328 | — | — | — |
| 2023 | $18,207 | $18,207 | — | — | — |
| 2022 | $8,328 | — | $8,328 | — | — |