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

> Opportunity Partners, INC.'s 403(b) plan: 332 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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