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Original filing (PDF)20260218114600NAL0006997985001
FERMIONICS OPTO-TECHNOLOGY
Form 5500-SF
FILING_RECEIVED
FERMIONICS OPTO-TECHNOLOGY PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
10
Accounts w/ balance
11
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 FERMIONICS OPTO-TECHNOLOGY.
Plan sponsor
Name
FERMIONICS OPTO-TECHNOLOGY
EIN
77-0274869
Address
4555 RUNWAY ST · SIMI VALLEY, CA · 930633586
Phone
(805) 582-0155
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-02-18
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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