How big is Excellence OPTO, Inc.'s plan?

Excellence OPTO, Inc.'s plan reported $4.0M in assets and 41 participants for 2024.

Original filing (PDF)20250910051134NAL0013272115001

Excellence OPTO, Inc.

Name: Excellence OPTO, Inc. — Excellence OPTO, Inc. 401(k), Form 5500 (2024)
Creator: Excellence OPTO, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excellence OPTO, Inc. 401(k) Plan

401(k) retirement plan · Excellence OPTO, Inc.'s Excellence OPTO, Inc. 401(k) Plan held $4.0M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Cheryl Huang signed Excellence OPTO, Inc.'s 2024 Form 5500 as plan administrator.

Cheryl Huang — 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

Excellence OPTO, Inc.'s EIN is 77-0582606.

EIN 77-0582606

Plan number 001

Plan year 2024

ACK ID 20250910051134NAL0013272115001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excellence OPTO, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCELLENCE OPTO, INC..

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Plan health score

Top-tier plan health

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