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Original filing (PDF)20251013141531NAL0000697811001
ABB/CON-CISE OPTICAL GROUP LLC
Form 5500
FILING_RECEIVED
ABB OPTICAL GROUP
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,549
Accounts w/ balance
1,778
Plan assets (EOY)
$68.2M
Net assets (EOY)
$68.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 116% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABB/CON-CISE OPTICAL GROUP LLC.
Plan sponsor
Name
ABB/CON-CISE OPTICAL GROUP LLC
EIN
51-0626564
Address
12301 NW 39TH STREET · CORAL SPRINGS, FL · 330652403
Phone
(954) 733-2300
Industry
Wholesale Tradesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AHEARN, JASCO + COMPANY, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY CONSULTING GROUP | 33-0818667 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $235K | — |
Investments
12 direct securities · 5 pooled funds· $69.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$61.3M
12 holdings
Common Collective Trust
$8.4M
4 holdings
Pooled Separate Account
$159K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Fixed Income Guarantee Option - | — | — | — | $14.9M | 21.9% | |
| Baird Core Plus Bond Inst - | — | — | — | $8.9M | 13.0% | |
| MFS Growth Fund - | — | — | — | $6.8M | 10.0% | |
| Fidelity Investments Fidelity 500 Index Fund - | — | — | — | $6.8M | 9.9% | |
| BlackRock Equity Dividend I - | — | — | — | $6.0M | 8.8% | |
| The American Funds American Funds EuroPacific Growth R4 - | — | — | — | $5.8M | 8.4% | |
| PIONEER MLT-SCR FIX INC PRT R1 GREAT GRAY TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $3.9M | 5.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund - | — | — | — | $3.0M | 4.4% | |
| Dimensional Fund Advisors DFA Emerging Market Core Equity Fund - | — | — | — | $2.6M | 3.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund - | — | — | — | $2.1M | 3.0% | |
| MFS MID CAP VAL FD CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.8M | 2.7% | |
| Participant loans to participants with interest from 4.25% to 10.5% - | — | — | — | $1.6M | 2.4% | |
| Carillon Eagle Mid Cap Growth CIT Eagle Mid Cap Growth Fund - | — | — | — | $1.6M | 2.3% | |
| EAGLE MD CP GRWTH FDS CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.3% | |
| Columbia Funds Columbia Small Cap Value Fund - | — | — | — | $1.3M | 1.9% | |
| CLEARBRIDGE SM CP GRWTH CIT R2 GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $159K | 0.2% |
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