# Opus Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/opus-solutions-llc-401k-plan

> Opus Solutions, LLC's 401(k) plan: 424 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [PERKINS & COMPANY, P.C](https://planprovider.pro/provider/perkins-and-company-pc) — 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|—|—|—|

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