Opportunity Enterprises, Inc. Profit Sharing Plan
Sponsored by Opportunity Enterprises, Inc. · EIN 351136833 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 252
- With balances
- 253
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc | Contract administrator, Recordkeeping, Trustee (institutional) | $40,525 |
| Wesley M. Kotys | Investment advisory (participants), Investment advisory (plan) | $17,922 |