Plan Ledger DOL Form 5500 · updated monthly

Optoma Technology, Inc.401(k)

OPTOMA TECHNOLOGY, INC. 401(K) PLAN · FREMONT, CA · plan year 2023

Reported admin expense ratio · 2023
0.30%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Optoma Technology, Inc. reported $18,207 in plan administrative expenses for 2023: 0.30% of average plan assets, below the peer median. Employer contributions averaged $3,068 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.15% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (6,433rd of 9,483), and 3,401st of 4,246 in wholesale trade. In 2023, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,697,599
Participants with balances103
Active participants78
Employer contributions$239,335
Employee contributions$514,153
Employer contribution per active participant$3,068
Average account balance$65,025
Benefits paid to participants$219,917
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON& YAU ACCOUNTANTCY CORPORAT
Plan history2
Yearassets · accounts · employer contribution
2023$6.7M · 103 accts · $239K emplr
2022$5.3M · 102 accts · $138K emplr
Administrative expenses, itemized · 2023
Investment management$18,207
Total administrative$18,207
The Optoma Technology, Inc. 401(k) match · 2023
Employer contribution per active participant$3,068
Median for plans this size$1,308
2023$3,068 per active participant
2022$1,860 per active participant

Optoma Technology, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
VITA PLANNING GROUP LLC · Investment advisory (plan)$11,238
EMPOWER ADVISORY GROUP, LLC · Investment management$6,969

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$18,207 · 0.30%
2022$8,328 · 0.15%
Similar plansWholesale Trade · California
Dion & Sons, Inc. CA$6.9M · 0.47%
Nhn Global, Inc. CA$6.8M · 0.09%
Skate One Corp CA$6.8M · 0.31%
Harbor Pipe & Steel, Inc. CA$6.8M · 0.74%
Boiling Point Group, Inc CA$6.6M · 1.21%
Spenuzza, Inc. CA$6.5M · 0.66%
Industrial Valco Inc. CA$6.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770403350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.