How big is Optic Inc.'s plan?

Optic Inc.'s plan reported $107K in assets and 4 participants for 2024.

Original filing (PDF)20250718120803NAL0002596320001

Optic Inc.

Name: Optic Inc. — Optic Inc. 401(k) Plan, Form 5500 (2024)
Creator: Optic Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optic Inc. 401(k) Plan

401(k) retirement plan · Optic Inc.'s Optic Inc. 401(k) Plan held $107K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$107K

Net assets (EOY)

$107K

People on this filing

Marcus Bowie signed Optic Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Optic Inc.'s EIN is 88-1350930.

EIN 88-1350930

Plan number 001

Plan year 2024

ACK ID 20250718120803NAL0002596320001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optic Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optic Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Helping the score

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

Plan sponsor

Name

OPTIC INC.

EIN

all filings

Address

1436 GROVE STREET · SAN FRANCISCO, CA · 94117

Phone

(415) 818-3091

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

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

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

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