# Otics Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/otics-usa-inc-401k-plan

> Otics Usa, INC.'s 401(k) plan: 386 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Otics Usa, INC.

- **Sponsor EIN:** 621862921

- **Sponsor Address:** 5555 INTERSTATE VIEW DR, MORRISTOWN, TN, 378133780

- **Plan Type:** 401(k)

- **Total Participants:** 386

- **Total Assets:** $10.9M

## 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|386|$10.9M|$554,346|$941,571|

| 2023|349|$9.6M|$498,934|$864,583|

| 2022|321|$7.3M|$403,256|$764,059|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$16,674|—|$16,674|

| CRANE, THOMPSON, & JONES|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,674

- **Estimated Expense Ratio:** 0.154% of plan assets

### 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|$16,674|—|$16,674|—|—|

| 2023|$6,805|—|$6,805|—|—|

| 2022|$8,839|—|$8,839|—|—|

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