Original filing (PDF)20230703122007NAL0007497907001

OPTOLUM

Name: OPTOLUM — OPTOLUM 401K PLAN, Form 5500 (2022)
Creator: OPTOLUM

Form 5500-SF

FILING_RECEIVED

OPTOLUM 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

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 OPTOLUM.

Plan sponsor

Name

OPTOLUM

EIN

86-1046382

Address

PO BOX 97716 · PHOENIX, AZ · 85060

Phone

(480) 968-2500

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

PRODUCTION TECHNOLOGY PARTNERS

PTP LIVE, LLC 401(K) PLAN

$23K · 41 participants

ALTECH EFFICIENCY CORP

ALTECH EFFICIENCY CORP 401(K) PROFIT SHARING PLAN & TRUST

$23K · 4 participants

LONDONO RESTORATION INC.

LONDONO RESTORATION INC. 401(K) PLAN

$24K · 2 participants

UNIVERSAL LIGHTING TECHNOLOGIES, INC.

UNIVERSAL LIGHTING TECHNOLOGIES 401(K) SAVINGS PLAN

$22K

LED SYSTEMS LLC

LED SYSTEMS LLC- 401K PLAN

$25K · 3 participants