How big is Optisource, LLC's plan?

Optisource, LLC's plan reported $44K in assets and 14 participants for 2024.

Original filing (PDF)20251010151040NAL0007921585001

Optisource, LLC

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

Form 5500-SF

FILING_RECEIVED

Optisources 401(k) Plan

401(k) retirement plan · Optisource, LLC's Optisources 401(k) Plan held $44K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

People on this filing

Gregory Woodhouse signed Optisource, LLC's 2024 Form 5500 as plan administrator.

Gregory Woodhouse — 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

Optisource, LLC's EIN is 74-2827018.

EIN 74-2827018

Plan number 001

Plan year 2024

ACK ID 20251010151040NAL0007921585001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OPTISOURCE, LLC

EIN

all filings

Address

102 MOUNTAIN PARK PLACE NW · ALBUQUERQUE, NM · 87114

Phone

(505) 792-0277

Industry

Manufacturing

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

2025-10-10

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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