Valerie Smoots signed Opticsplanet, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Opticsplanet, Inc.'s EIN is 36-4397726.
Download the official 2024 Form 5500 (PDF) for Opticsplanet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Opticsplanet, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AURUM WEALTH MANAGEMENT GROUP | 20-2317470 | MAYFIELD VILLAGE, OH | INVESTMENT ADVISOR | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $10.6M | 97.5% | |
| Indexselect moderate 2045 | Other securities | — | $1.6M | $2.2M | 19.8% | |
| Indexselect Moderate 2055 | Other securities | — | $1.6M | $2.1M | 19.6% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | $1.2M | $1.8M | 16.4% | |
| Indexselect Moderate 2025 Indexselect Moderate 2035 | Other securities | — | $942K | $1.2M | 10.9% | |
| Indexselect Moderate Retmt | Other securities | — | $986K | $989K | 9.1% | |
| Putnam Investment Funds Putnam Large Cap Growth R6 | Mutual Funds | — | $285K | $385K | 3.5% | |
| Vanguard Growth Index Admrl | Mutual Funds | — | $229K | $323K | 3.0% | |
| Indexselect Aggressive 2045 | Other securities | — | $163K | $220K | 2.0% | |
| Indexselect Aggressive 2055 | Other securities | — | $176K | $216K | 2.0% | |
| American Funds New Perspective | Mutual Funds | — | $187K | $206K | 1.9% | |
| Mass Mutual Unalloc invest contr - fixed | Other securities | — | $158K | $166K | 1.5% | |
| Vanguard Mid-Cap Growth Index | Mutual Funds | — | $127K | $160K | 1.5% | |
| Vanguard Small - Cap Growth in | Mutual Funds | — | $123K | $152K | 1.4% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | $123K | $146K | 1.3% | |
| Participants Notes Rec - Int rates 4.25-9.5 | Other securities | — | $106K | $106K | 1.0% | |
| Vanguard Value Index Admrl | Mutual Funds | — | $67K | $79K | 0.7% | |
| Indexselect Conservative Ret | Other securities | — | $69K | $77K | 0.7% | |
| Vanguard Total Intl Stock Adm | Mutual Funds | — | $54K | $56K | 0.5% | |
| American Funds American Funds Balanced R6 | Pooled Separate Accounts | — | $48K | $53K | 0.5% | |
| Vanguard Small-Cap Value Index | Mutual Funds | — | $45K | $53K | 0.5% | |
| Wilmington Trust Indexselect Aggressive 2025 Fu 0 Indexselect Aggressive 2035 | Other securities | — | $44K | $51K | 0.5% | |
| Indexselect Conservative 2035 170 Indexselect Conservative 2045 | Other securities | — | $38K | $46K | 0.4% | |
| Vanguard Total Bond Market ind | Mutual Funds | — | $35K | $33K | 0.3% | |
| Dimensional Investment Group I DFA International Value 1 | Mutual Funds | — | $29K | $30K | 0.3% | |
| Vanguard Small-cap Index Adm | Mutual Funds | — | $22K | $27K | 0.2% | |
| JP Morgan Trust I JPMorgan Emerging Markets Equi | Other securities | — | $22K | $21K | 0.2% | |
| Western Asset Funds Western Asset Inflation Idxd | Other securities | — | $10K | $9K | <0.1% | |
| Vanguard Mid-Cap Value Index A | Mutual Funds | — | $5K | $6K | <0.1% | |
| Indexselect Aggressive Ret | Other securities | — | $5K | $5K | <0.1% | |
| Indexselect Conservative 2055 | Other securities | — | $2K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC. | — | CINCINNATI, OH | CONTRACT ADMIN | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN PLLC | — | DETROIT, MI | OTHER | $23K | — |
