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Original filing (PDF)20250821104418NAL0002033491001
OPTCONNECT MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
OPTCONNECT MANAGEMENT, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
105
Accounts w/ balance
118
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTCONNECT MANAGEMENT, LLC.
Plan sponsor
Name
OPTCONNECT MANAGEMENT, LLC
EIN
35-2432402
Address
865 WEST 450 NORTH · SUITE 1 · KAYSVILLE, UT · 84037
Phone
(801) 444-5958
Industry
Real Estatesee all
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
2025-08-21
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2J · 401(k) feature
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
2S · Automatic enrollment
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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