OPORTUN, INC. 401(k) Plan
What public Form 5500 filings show about the OPORTUN, INC. 401(k) plan — and how to find and check your own account.
The OPORTUN, INC. 401(k) on its latest Form 5500
OPORTUN, INC. (EIN 20-3386325) reports OPORTUN 401(K) PLAN on its most recent Form 5500, with $83.4M in plan assets across 708 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full OPORTUN, INC. filing — schedules, fees, and providers.
Who runs the OPORTUN, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your OPORTUN, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGE ADVISORY GROUP, MORNINGSTAR.
How to check your OPORTUN, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask OPORTUN, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).