Original filing (PDF)20231015205730NAL0036727345001

OPT LLC

Name: OPT LLC — OPT, LLC PENSION PLAN, Form 5500 (2022)
Creator: OPT LLC

Form 5500

FILING_RECEIVED

OPT, LLC PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPT LLC.

Plan sponsor

Name

OPT LLC

EIN

83-0575443

Address

4000 LUXOTTICA PLACE · MASON, OH · 45040

Phone

(469) 560-8338

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-15

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PLANTE MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENT MANAGEMENT	04-2723880	—	TRUSTEE	$214K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
WHITLEY PENN	75-2393478	—	AUDIT	$43K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

1 pooled fund· $0

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.

Investment	Type	Current value	% of plan
FIDELITY INV ASSET MANAGEMENT FIAM PENSION JOURNEY 60/40 COMM POOL · EIN 20-4659714 / PN 152	Common Collective Trust	$0	—

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