2023 Form 5500 filing — Opus Solutions, LLC 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011094434NAL0021613649002) for Opus Solutions, LLC 401(K) Retirement Plan, reported by Opus Solutions, LLC under EIN 93-1262577 and plan number 001. It reports 595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094434NAL0021613649002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Opus Solutions, LLC
- EIN
- 93-1262577
- Plan number
- 001
- Location
- Beaverton, OR
- Participants
- 595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,612,621
- Net assets (EOY)
- $30,612,621
- Employer contributions
- $848,493
- Participant contributions
- $3,818,326
- Total income / additions
- $9,934,276
- Benefits paid
- $1,662,315
- Administrative expenses
- $97,775
- Total expenses
- $1,779,998
- Net increase / (decrease)
- $8,154,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hyas Group LLC | NONE | $50,798 | not reported in the loaded dataset |
| Schwab Retriment Plan Service Inc | NONE | $40,589 | not reported in the loaded dataset |
| Vista Capital Partners Inc | NONE | $6,413 | not reported in the loaded dataset |
| Charles Schwab &Co, Inc | NONE | $195 | $0 |