# Refac Optical Group 401(k) Plan
Source: https://planprovider.pro/companies/refac-optical-group-401k-plan

> Refac Optical Group's 401(k) plan: 542 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Refac Optical Group

- **Sponsor EIN:** 131681234

- **Sponsor Address:** 1 HARMON DR., BLDG A, BLACKWOOD, NJ, 08012

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

- **Total Participants:** 542

- **Total Assets:** $22.3M

## 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|542|$22.3M|$0|$808,376|

| 2023|1,029|$21.5M|$0|$945,263|

| 2022|745|$20.2M|$0|$963,878|

## 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|

| CBIZ CPAS P.C.|Auditor|$18,025|—|$18,025|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,025

- **Estimated Expense Ratio:** 0.081% 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|$53,600|$716|—|$18,025|—|

| 2023|$41,908|$78|—|$16,995|—|

| 2022|$35,988|—|—|—|$35,988|

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