Plan Snapshot
- Plan Sponsor: The Opici Group, L.L.C.
- Sponsor EIN: 460902336
- Sponsor Address: 25 DE BOER DRIVE, GLEN ROCK, NJ, 07452
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $36.5M
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 | 265 | $36.5M | $208,265 | $1.9M |
| 2023 | 248 | $31.0M | $182,413 | $1.6M |
| 2022 | 324 | $27.1M | $219,041 | $2.3M |
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 |
|---|---|---|---|---|
| CITRIN, COOPERMAN & COMPANY, LL | 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 | $50,389 | — | — | — | — |
| 2023 | $51,138 | — | — | — | — |
| 2022 | $123,371 | — | $123,371 | — | — |