Opus Solutions, LLC 401(K) Retirement Plan — Form 5500 plan (Opus Solutions, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Opus Solutions, LLC 401(K) Retirement Plan is a benefit plan reported by Opus Solutions, LLC under EIN 93-1262577 and plan number 001. The latest loaded filing year is 2023. The filing reports 595 participants and $30,612,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opus Solutions, LLC
- EIN
- 93-1262577
- Plan number
- 001
- Plan type
- 2
- Location
- Beaverton, OR
- Latest filing year
- 2023
- Participants
- 595
- End-of-year plan assets
- $30,612,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 595 | H, C | 20241011094434NAL0021613649002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,612,621
- Net assets (EOY)
- $30,612,621
- Net assets (BOY)
- $22,458,343
Income & contributions
- Employer contributions
- $848,493
- Participant contributions
- $3,818,326
- Total contributions
- $5,346,967
- Total income / additions
- $9,934,276
Expenses & distributions
- Benefits paid
- $1,662,315
- Administrative expenses
- $97,775
- Total expenses
- $1,779,998
- Net increase / (decrease)
- $8,154,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hyas Group LLC | NONE | $50,798 | not reported in the loaded dataset | 2023 |
| Schwab Retriment Plan Service Inc | NONE | $40,589 | not reported in the loaded dataset | 2023 |
| Vista Capital Partners Inc | NONE | $6,413 | not reported in the loaded dataset | 2023 |
| Charles Schwab &Co, Inc | NONE | $195 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Opus Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Beaverton, OR
- Hyas Group LLC — Schedule C compensation
- Schwab Retriment Plan Service Inc — Schedule C compensation
- Vista Capital Partners Inc — Schedule C compensation
- Charles Schwab &Co, Inc — Schedule C compensation