Original filing (PDF)20250611082328NAL0026873280001

OPTIC MARKETING GROUP LLC

Name: OPTIC MARKETING GROUP LLC — Form 5500 (2024)
Creator: OPTIC MARKETING GROUP LLC

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

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 (19th percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIC MARKETING GROUP LLC.

Plan sponsor

Name

OPTIC MARKETING GROUP LLC

EIN

82-2062324

Address

610 E ZACK ST STE 110-146 · TAMPA, FL · 33602

Phone

(813) 356-9797

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

SOLOMON AGENCY PC

SOLOMON AGENCY PC 401(K) PROFIT SHARING PLAN & TRUST

$22K · 7 participants

LAVISH & COMPANY

$22K · 11 participants

GBC SERVICES LLC

$22K · 1 participants

CARPET MASTERS LLC

CARPET MASTERS LLC 401(K) PROFIT SHARING PLAN & TRUST

$22K · 6 participants

CAROLINA SPINE SPECIALISTS, PLLC

CAROLINA SPINE SPECIALIST, PLLC 401K

$22K · 7 participants