# Optomi, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/optomi-llc-300747677-501

> Optomi, LLC's Health & Welfare plan: 1,938 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Optomi, LLC

- **Sponsor EIN:** 300747677

- **Sponsor Address:** 1 GLENLAKE PARKWAY, ATLANTA, GA, 30328

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,938

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2025|1,938|$0|$0|$0|

| 2024|1,061|$0|$0|$0|

| 2023|1,002|$0|$0|$0|

| 2022|376|$0|$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|

| BCBS HEALTHCARE PLAN OF GA INC.|Recordkeeper|$335,003|—|$335,003|

| INGENIORX, INC.|Other Service Provider|—|$275,001|$275,001|

| ASSUREDPARTNERS NORTHEAST LLC|Investment Advisor|—|$128,436|$128,436|

| VISION SERVICE PLAN|Other Service Provider|$18,602|—|$18,602|

### Verified Provider Profiles

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

- [BCBS HEALTHCARE PLAN OF GA INC.](https://planprovider.pro/provider/marsh-mclennan-agency) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $757,042

### 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|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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