Plan Snapshot
- Plan Sponsor: Opportunity International, INC
- Sponsor EIN: 540907624
- Sponsor Address: 101 N WACKER DRIVE, CHICAGO, IL, 60606
- Plan Type: 403(b)
- Total Participants: 67
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 67 | $20.8M | $534,833 | $777,474 |
| 2023 | 68 | $17.5M | $511,442 | $715,279 |
| 2022 | 64 | $14.5M | $460,919 | $652,462 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $63,359 | — | $63,359 | — | — |
| 2023 | $52,624 | — | $52,624 | — | — |
| 2022 | $56,357 | — | $56,357 | — | — |