Plan Snapshot
- Plan Sponsor: Optronics International, LLC
- Sponsor EIN: 264740529
- Sponsor Address: 6101 E APACHE ST, TULSA, OK, 74115
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 153 | $7.2M | $233,652 | $360,005 |
| 2023 | 149 | $6.9M | $210,946 | $300,268 |
| 2022 | 154 | $5.7M | $213,114 | $303,396 |
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 |
|---|---|---|---|---|
| CCK STRATEGIES | 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 | $33,632 | $4,115 | — | — | — |
| 2023 | $27,966 | $2,860 | — | — | — |
| 2022 | $27,142 | — | — | — | $27,142 |