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Original filing (PDF)20251015153108NAL0005289473001
OPTA GROUP LP
Form 5500
FILING_RECEIVED
OPTA GROUP LP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
502
Accounts w/ balance
449
Plan assets (EOY)
$34.9M
Net assets (EOY)
$34.9M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTA GROUP LP.
Plan sponsor
Name
OPTA GROUP LP
EIN
82-2687965
Address
BUILDING 210 14TH STREET · NEW KENSINGTON, PA · 15068
Phone
(716) 446-8977
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
3B · Covers self-employed individuals
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $40K | — |
Investments
40 direct securities · 1 pooled fund· $34.3M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$30.4M
40 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.9M | 11.2% | |
| The Vanguard Group, Inc. VANGUARD GROWTH IDX ADM | — | — | — | $3.4M | 9.7% | |
| The Vanguard Group, Inc. VANGUARD EQUITY INCOME ADM | — | — | — | $2.6M | 7.5% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2035 | — | — | — | $2.2M | 6.4% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2045 | — | — | — | $1.8M | 5.2% | |
| American Funds AMERICAN FUNDS BALANCED R6 | — | — | — | $1.7M | 4.7% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2025 | — | — | — | $1.5M | 4.4% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2050 | — | — | — | $1.2M | 3.4% | |
| Fidelity Investments FIDELITY ASSET MGR 40% | — | — | — | $1.2M | 3.3% | |
| iShares US AGGRESSIVE BOND INDEX K | — | — | — | $1.1M | 3.1% | |
| Fidelity Investments FIDELITY INTL INDEX | — | — | — | $958K | 2.7% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2060 | — | — | — | $841K | 2.4% | |
| The Vanguard Group, Inc. VANGUARD 500 INDEX ADM | — | — | — | $820K | 2.3% | |
| The Vanguard Group, Inc. VANGUARD MDCP VAL IDX ADM | — | — | — | $817K | 2.3% | |
| The Vanguard Group, Inc. VANGUARD TOTAL STOCK MKT ADM | — | — | — | $770K | 2.2% | |
| The Vanguard Group, Inc. VANGUARD INTL GROWTH ADM | — | — | — | $769K | 2.2% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2040 | — | — | — | $762K | 2.2% | |
| Dimensional Fund Advisors DFA ITM GVT FXINC I | — | — | — | $695K | 2.0% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2055 | — | — | — | $677K | 1.9% | |
| The Vanguard Group, Inc. VANGUARD FEDERAL MONEY MARKET FUND | — | — | — | $569K | 1.6% | |
| Opta Group LP 401(k) Plan Notes receivable from participants (interest rates of 3.25% to 9.5%) | — | — | — | $564K | 1.6% | |
| The Vanguard Group, Inc. VANGUARD HIGH YIELD CORP ADM | — | — | — | $543K | 1.6% | |
| The Vanguard Group, Inc. VANGUARD SMALL CAP IDX ADM | — | — | — | $482K | 1.4% | |
| The Vanguard Group, Inc. VANGUARD MIDCAP IDX ADM | — | — | — | $480K | 1.4% | |
| Fidelity Investments FIDELITY MULTI ASSET IDX | — | — | — | $462K | 1.3% | |
| JP Morgan JPM EMERGING MKTS EQ R6 | — | — | — | $451K | 1.3% | |
| The Vanguard Group, Inc. VANGUARD SMCP GROWTH IDX ADM | — | — | — | $434K | 1.2% | |
| The Vanguard Group, Inc. VANGUARD REAL EST IDX ADM | — | — | — | $413K | 1.2% | |
| The Vanguard Group, Inc. VANGUARD INFO TEC IDX AD | — | — | — | $380K | 1.1% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2030 | — | — | — | $353K | 1.0% | |
| American Funds AMERICAN FUNDS NEW PERSPECT R6 | — | — | — | $337K | 1.0% | |
| The Vanguard Group, Inc. VANGUARD ST CP BD IDX AD | — | — | — | $283K | 0.8% | |
| The Vanguard Group, Inc. VANGUARD MDCPGR IDX ADM | — | — | — | $219K | 0.6% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2065 | — | — | — | $190K | 0.5% | |
| Dimensional Fund Advisors DFA GLOBAL ALLOCATION 25/75 I | — | — | — | $185K | 0.5% | |
| American Funds AMERICAN FUNDS SMALLCAP WORLD R6 | — | — | — | $183K | 0.5% | |
| The Vanguard Group, Inc. VANGUARD TOTAL INTL BOND IDX AD | — | — | — | $64K | 0.2% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT INC | — | — | — | $53K | 0.2% | |
| The Vanguard Group, Inc. VANGUARD INTL VALUE | — | — | — | $17K | <0.1% | |
| The Vanguard Group, Inc. VANGUARD TARGET RETIREMENT 2020 | — | — | — | $11K | <0.1% | |
| Fidelity Investments FIDELITY GOVERNMENT MONEY MARKET FUND | — | — | — | $2K | <0.1% |
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