How big is Optisys, Inc.'s plan?

Optisys, Inc.'s plan reported $1.2M in assets and 31 participants for 2025.

Original filing (PDF)20260507142708NAL0005361346001

Optisys, Inc.

Name: Optisys, Inc. — Optisys 401(k) Plan, Form 5500 (2025)
Creator: Optisys, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optisys 401(k) Plan

401(k) retirement plan · Optisys, Inc.'s Optisys 401(k) Plan held $1.2M in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Lateef Harris signed Optisys, Inc.'s 2025 Form 5500 as plan administrator.

Lateef Harris — 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

Optisys, Inc.'s EIN is 81-2749105.

EIN 81-2749105

Plan number 001

Plan year 2025

ACK ID 20260507142708NAL0005361346001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Optisys, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Optisys, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

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

Plan sponsor

Name

OPTISYS, INC.

EIN

all filings

Address

250 W. 3900 S. UNIT 1 · SALT LAKE CITY, UT · 84107

Phone

(801) 664-5595

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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