# Opportunity Alliance 401(k) Plan
Source: https://planprovider.pro/companies/opportunity-alliance-401k-plan

> Opportunity Alliance's 401(k) plan: 465 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Opportunity Alliance

- **Sponsor EIN:** 010274725

- **Sponsor Address:** 50 LYDIA LANE, SOUTH PORTLAND, ME, 04106

- **Plan Type:** 401(k)

- **Total Participants:** 465

- **Total Assets:** $17.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|465|$17.0M|$370,535|$1.2M|

| 2023|460|$15.6M|$398,538|$1.1M|

| 2022|436|$13.1M|$365,162|$1.1M|

## 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|

| COMMONWEALTH EQUITY SERVICE, LLC|INVESTMENT ADVISOR|$39,011|—|$39,011|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$22,354|—|$22,354|

| HUB INTERNATIONAL NEW ENGLAND LLC|CONTRACT ADMIN|$10,870|—|$10,870|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,283|—|$5,283|

| BPMD ASSURANCE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [COMMONWEALTH EQUITY SERVICE, LLC](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT ADVISOR

- [BPMD ASSURANCE, LLP](https://planprovider.pro/provider/bdmp-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $77,518

- **Estimated Expense Ratio:** 0.456% 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|$69,660|—|—|—|—|

| 2023|$58,751|—|—|—|—|

| 2022|$69,555|—|—|—|—|

## Similar Plans

- [Penquis C.A.P. INC.](https://planprovider.pro/companies/penquis-c-a-p-inc-403b-plan) — 505 participants

- [Community Concepts, INC.](https://planprovider.pro/companies/community-concepts-inc-plan-001) — 349 participants

- [Community Health & Counseling Services](https://planprovider.pro/companies/community-health-counseling-services-plan) — 336 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/opportunity-alliance-401k-plan)

© 2026 PlanProvider.Pro