· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OPPORTUNITIES FOR INCLUSION, INC. — 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF OPPORTUNITIES FOR INCLUSION, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625134548NAL0007881777001
OPPORTUNITIES FOR INCLUSION, INC.
Form 5500-SF
FILING_RECEIVED
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF OPPORTUNITIES FOR INCLUSION, INC.
401(k) retirement plan
Active participants
26
Accounts w/ balance
67
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OPPORTUNITIES FOR INCLUSION, INC.
.
Find decision makers
Plan sponsor
Name
OPPORTUNITIES FOR INCLUSION, INC.
EIN
04-2441728
Address
56 CHESTNUT ST · WALTHAM, MA · 02453
Phone
(781) 899-1344
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Pension benefit codes
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
KIM T. SCHWARCZ
SCHWARCZ FIDUCIARY 401(K) PLAN
$1.0M · 2 participants
LIBERTY YOUTH RANCH, INC.
LIBERTY YOUTH RANCH INC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 5 participants
PATHWAYS ADOLESCENT CENTER, INC.
PATHWAYS ADOLESCENT CENTER, INC 401K PS PLAN
$1.0M · 191 participants
CENTER FOR HOPE AND SAFETY
CENTER FOR HOPE AND SAFETY 403(B) PLAN
$1.0M · 35 participants
FOREVER YOUNG FOUNDATION
FOREVER YOUNG FOUNDATION 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.0M · 2 participants
SPECIALIZED HEALTH SERVICES, INC.
SPECIALIZED HEALTH SERVICES, INC. 403(B) PLAN
$1.0M · 26 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
