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Original filing (PDF)20251030132037NAL0001985441001
OPTUS INC
Form 5500
FILING_RECEIVED
OPTUS RETIREMENT INVESTMENT PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
95
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTUS INC.
Plan sponsor
Name
OPTUS INC
EIN
71-0782833
Address
3423 ONE PLACE · JONESBORO, AR · 72404
Phone
(870) 974-7744
Industry
Manufacturingsee 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
2025-10-30
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)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HCJ CPAS & ADVISOR, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $31K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 06-1375177 | — | SERVICE PROVIDER | $0 | — |
Investments
36 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Fixed Account Insurance Company General Account | — | — | — | $1.1M | 14.7% | |
| DFA US Large Cap Gr Port Ins Registered Investment Company | — | — | — | $1.0M | 13.1% | |
| Vangrd Info Tech Indx Fd Adm Registered Investment Company | — | — | — | $984K | 12.9% | |
| Voya Index Solution 2040 P Z Registered Investment Company | — | — | — | $807K | 10.6% | |
| JPMorgan LgCp Val Fnd R6 Registered Investment Company | — | — | — | $726K | 9.5% | |
| Voya Index Solution 2035 P Z Registered Investment Company | — | — | — | $397K | 5.2% | |
| Voya Index Solution 2030 P Z Registered Investment Company | — | — | — | $369K | 4.8% | |
| Fidelity Multi-Asset Index Fd Registered Investment Company | — | — | — | $363K | 4.7% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $245K | 3.2% | |
| Voya Index Solution 2045 P Z Registered Investment Company | — | — | — | $200K | 2.6% | |
| VY TRwPr Cap Apprec Port Ins Registered Investment Company | — | — | — | $192K | 2.5% | |
| Vangrd FTSE Social Ind Fd Adm Registered Investment Company | — | — | — | $158K | 2.1% | |
| Vangrd Strategic Eqty Fnd Inv Registered Investment Company | — | — | — | $135K | 1.8% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $125K | 1.6% | |
| Voya Index Solution 2055 P Z Registered Investment Company | — | — | — | $117K | 1.5% | |
| Voya Index Solution 2050 P Z Registered Investment Company | — | — | — | $110K | 1.4% | |
| BlkRck Hlth Sci Opport Prt K Registered Investment Company | — | — | — | $87K | 1.1% | |
| MFS Intl Intrinsic Val Fnd R6 Registered Investment Company | — | — | — | $70K | 0.9% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm Registered Investment Company | — | — | — | $70K | 0.9% | |
| LOAN FUND Participant Loans - Rates 9.00% to 9.50% | — | — | — | $57K | 0.7% | |
| Voya Index Solution Inc P Z Registered Investment Company | — | — | — | $52K | 0.7% | |
| Dodge & Cox Income Fund X Registered Investment Company | — | — | — | $48K | 0.6% | |
| (Held at End of Year) OPTUS RETIREMENT INVESTMENT PLAN EIN#71-0782833 Plan# 001 Vangrd Sm-Cap Vl Index Fnd Adm Registered Investment Company | — | — | — | $41K | 0.5% | |
| Voya Index Solution 2060 P Z Registered Investment Company | — | — | — | $35K | 0.5% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $22K | 0.3% | |
| Principal High Yield Fnd R6 Registered Investment Company | — | — | — | $18K | 0.2% | |
| FullThlr Bhvrl Sm Cp Eq Fd R6 Registered Investment Company | — | — | — | $18K | 0.2% | |
| Neuberg Berm Genesis Fund Adv Registered Investment Company | — | — | — | $14K | 0.2% | |
| Cohen&Steers Inst Rl Shares Registered Investment Company | — | — | — | $14K | 0.2% | |
| American Funds Amer Mutual R4 Registered Investment Company | — | — | — | $13K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $12K | 0.2% | |
| party date,rate of interest, collateral, par, or maturity date AllSpg Divr Inc Bld Fd Ins Registered Investment Company | — | — | — | $8K | 0.1% | |
| Hrtfrd Balanced Income Fund R6 Registered Investment Company | — | — | — | $6K | <0.1% | |
| Voya Index Solution 2065 P Z Registered Investment Company | — | — | — | $5K | <0.1% | |
| Vangrd Financials Index Fd Adm Registered Investment Company | — | — | — | $2K | <0.1% | |
| Carillon Eagle Mid Cap Grw R6 Registered Investment Company | — | — | — | $2K | <0.1% |
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