Plan Snapshot
- Plan Sponsor: Opus Solutions, LLC
- Sponsor EIN: 931262577
- Sponsor Address: 9000 SOUTHWEST NIMBUS AVENUE, BEAVERTON, OR, 97008
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $36.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 424 | $36.1M | $725,191 | $3.5M |
| 2023 | 465 | $30.6M | $848,493 | $3.8M |
| 2022 | 498 | $22.5M | $680,330 | $3.3M |
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 |
|---|---|---|---|---|
| SCHWAB RETRIMENT PLAN SERVICE INC | NONE | $53,134 | — | $53,134 |
| HYAS GROUP, LLC | NONE | $46,797 | — | $46,797 |
| VISTA CAPITAL PARTNERS INC | NONE | $7,439 | — | $7,439 |
| PERKINS & COMPANY, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETRIMENT PLAN SERVICE INC — NONE
- PERKINS & COMPANY, P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,370
- Estimated Expense Ratio: 0.297% of plan assets
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 | $107,370 | $54,236 | — | — | — |
| 2023 | $97,775 | $57,211 | — | — | — |
| 2022 | $86,982 | $50,072 | — | — | — |