# Opportunity Enterprises, INC. DC Plan
Source: https://planprovider.pro/companies/opportunity-enterprises-inc-plan-001

> Opportunity Enterprises, INC.'s DC plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Opportunity Enterprises, INC.

- **Sponsor EIN:** 351136833

- **Sponsor Address:** 2801 EVANS AVENUE, VALPARAISO, IN, 46383

- **Plan Type:** DC

- **Total Participants:** 252

- **Total Assets:** $5.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|252|$5.5M|$239,326|$362,507|

| 2023|233|$5.1M|$260,761|$399,377|

| 2022|224|$4.5M|$215,529|$329,635|

## 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|

| BRADLEY & ASSOCIATES, INC.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$58,447|$17,922|$28,679|—|—|

| 2023|$54,546|$15,608|$29,383|—|—|

| 2022|$52,272|$15,862|$36,410|—|—|

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