# Opportunities INC Of Jefferson Co Unty DC Plan
Source: https://planprovider.pro/companies/opportunities-inc-of-jefferson-co-unty-plan

> Opportunities INC Of Jefferson Co Unty's DC plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Opportunities INC Of Jefferson Co Unty

- **Sponsor EIN:** 391078133

- **Sponsor Address:** 200 E CRAMER ST, FORT ATKINSON, WI, 535381257

- **Plan Type:** DC

- **Total Participants:** 308

- **Total Assets:** $10.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|308|$10.6M|$257,866|$455,399|

| 2023|253|$9.5M|$231,057|$455,412|

| 2022|265|$8.2M|$217,412|$434,624|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ASSOCIATED TRUST COMPANY, N.A.|NONE|$46,519|—|$46,519|

| WIPFLI, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI, LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,519

- **Estimated Expense Ratio:** 0.437% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$46,519|$31,508|—|—|—|

| 2023|$41,491|$32,024|—|—|—|

| 2022|$40,456|$38,399|—|—|—|

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