Plan Snapshot
- Plan Sponsor: Opportunity Partners, INC.
- Sponsor EIN: 410737221
- Sponsor Address: 5500 OPPORTUNITY CT, MINNETONKA, MN, 553439020
- Plan Type: 403(b)
- Total Participants: 332
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 332 | $15.0M | $99,917 | $682,479 |
| 2023 | 325 | $13.5M | $93,587 | $645,768 |
| 2022 | 316 | $12.3M | $90,251 | $559,156 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $64,946 | — | $64,946 | — | — |
| 2023 | $74,186 | — | $58,861 | $15,325 | — |
| 2022 | $59,631 | — | $59,631 | — | — |