How big is Optomi, LLC's plan?

Optomi, LLC's plan reported $12.3M in assets and 2,813 participants for 2024.

Original filing (PDF)20251009142011NAL0007127953001

Optomi, LLC

Name: Optomi, LLC — Optomi, LLC 401(k) Plan, Form 5500 (2024)
Creator: Optomi, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Optomi, LLC 401(k) Plan

401(k) retirement plan · Optomi, LLC's Optomi, LLC 401(k) Plan held $12.3M in plan assets for 2,813 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

1 failed disclosureLate participant contributions~77 bps in Sched C fees

Active participants

2,813

Accounts w/ balance

499

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

People on this filing

Tony Pritchett signed Optomi, LLC's 2024 Form 5500 as plan administrator.

Tony Pritchett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Optomi, LLC's EIN is 30-0747677.

EIN 30-0747677

Plan number 001

Plan year 2024

ACK ID 20251009142011NAL0007127953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optomi, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optomi, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTOMI, LLC.

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 243K (6% of contributions).
Total administrative cost in the bottom quartile of peers (8th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

OPTOMI, LLC

EIN

all filings

Address

1 GLENLAKE PKWY · SUITE 1250 · ATLANTA, GA · 30328

Phone

(167) 837-2003

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$45K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL WEALTH MGMT CO	39-2018056	—	ADVISOR	$44K	—
STRATEGIC ADVISORS, INC.

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

39 direct securities· $12.3M(100% of reported assets)

Mutual Funds

$9.3M

26 holdings

Common Collective Trusts

$2.3M

7 holdings

Bonds / Notes

$247K

1 holding

Stable Value

$240K

1 holding

Other securities

$201K

4 holdings

					% of plan
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$2.3M	18.6%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.6M	13.2%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$1.6M	13.0%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$978K	8.0%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$729K	5.9%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$604K	4.9%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$584K	4.8%
Fidelity Select Technology Portfolio Mutual Fund	Mutual Funds	—	—	$437K	3.6%
Dodge & Cox Global Bond Fund Class I Mutual Fund 458 Franklin DynaTech Fund Mutual Fund	Mutual Funds	—	—	$396K	3.2%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$386K	3.2%
Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$344K	2.8%
Participant loans Various maturities; interest rates 4.25 - 9.50%	Bonds / Notes	—	—	$247K	2.0%
Lincoln Stable Value Stable Value Fund	Stable Value	—	—	$240K	2.0%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$216K	1.8%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$206K	1.7%
American Funds The Bond of America Class R-6 Mutual Fund	Mutual Funds	—	—	$185K	1.5%
American Funds American Mutual Fund Class R- Mutual Fund	Mutual Funds	—	—	$145K	1.2%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$143K	1.2%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$142K	1.2%
U.S. Vector Equity Portfolio Mutual Fund	Other securities	—	—	$107K	0.9%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$104K	0.8%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$101K	0.8%
Lord Abbett Developing Growth Fund Class R Mutual Fund	Mutual Funds	—	—	$73K	0.6%
Fidelity Small Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$69K	0.6%
Franklin Small-Mid Cap Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$57K	0.5%
T.Rowe Proce Health Services Fund Mutual Fund	Other securities	—	—	$43K	0.4%
PGIM High Yield Fund- Class R6 Mutual Fund	Other securities	—	—	$40K	0.3%
iShares Russell Small/Mid-Cap Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$36K	0.3%
American Funds American Balanced Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$34K	0.3%
Fidelity Freedom Index 2015 Fund Mutual Fund	Mutual Funds	—	—	$30K	0.2%
Fidelity Asset Manager 60% Fund Mutual Fund 291 * Fidelity Freedom Index Income Fund Investor Class Mutual Fund	Mutual Funds	—	—	$24K	0.2%
Fidelity Asset Manager 85% Fund Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$12K	<0.1%
Fidelity International Capital Appreciation K6 Fund Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
DFA Real Estate Securities Portfolio Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
Transferred Late Contributions Not Corrected Outside Correction in VFCP and PTE Year to Plan* Corrected* VFCP	Other securities	—	$11K	$11K	<0.1%
Fidelity Freedom Index 2070 Fund Investor Class Mutual Fund 212 * Fidelity Government Money Market Fund Money Market Fund	Mutual Funds	—	—	$5K	<0.1%
Franklin Gold and Precious Metals Fund Class R6 Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Asset Manager 40% Fund Mutual Fund	Mutual Funds	—	—	$1K	<0.1%