# Opportunity International, INC 403(b) Plan
Source: https://planprovider.pro/companies/opportunity-international-inc-403b-plan

> Opportunity International, INC's 403(b) plan: 67 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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