What public Form 5500 filings show about the The Opici Group, L.L.C. 401(k) plan — and how to find and check your own account.
The Opici Group, L.L.C. (EIN 46-0902336) reports THE OPICI GROUP PROFIT SHARING/401(K) PLAN on its most recent Form 5500, with $36.5M in plan assets across 265 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 The Opici Group, L.L.C. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Opici Group, L.L.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO ADVISORS FIN NETWORK LL, EMPOWER ADVISORY GROUP, WILLIS OF NEW JERSEY, CIGNA, AP BENEFIT ADVISORS.
