Plan Snapshot
- Plan Sponsor: Opus Ivs, INC.
- Sponsor EIN: 272858452
- Sponsor Address: 7322 NEWMAN BLVD BLDG 3, DEXTER, MI, 481301605
- Plan Type: 401(k)
- Total Participants: 278
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 278 | $18.6M | $813,544 | $1.7M |
| 2023 | 296 | $15.0M | $764,187 | $1.5M |
| 2022 | 241 | $11.3M | $660,768 | $1.4M |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | 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 | $48,692 | $40,079 | — | — | — |
| 2023 | $39,066 | $30,963 | — | — | — |
| 2022 | $42,611 | — | — | — | — |