· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OPPORTUNITIES FOR INCLUSION, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF OPPORTUNITIES FOR INCLUSION, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625135608NAL0019471650001
OPPORTUNITIES FOR INCLUSION, INC.
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF OPPORTUNITIES FOR INCLUSION, INC.
401(k) retirement plan
Active participants
68
Accounts w/ balance
20
Plan assets (EOY)
$810K
Net assets (EOY)
$810K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
002
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
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
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
DECIMAL HEALTH
DECIMAL HEALTH 401(K) PLAN
$810K · 11 participants
THE ARC OF SAN ANTONIO, INC.
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN ANTONIO, INC.
$810K · 72 participants
MST CONSULTING, INC.
MST CONSULTING, INC. CASH BALANCE PLAN
$809K · 7 participants
PARROTT CREEK CHILD & FAMILY SERVICES, INC.
PARROTT CREEK CHILD & FAMILY SERVICES 403(B) PLAN
$809K · 59 participants
UNITED WAY OF NORTH CAROLINA
EBP OF UNITED WAY OF NORTH CAROLINA
65
Knocking points off
Only 29% as many balances as active participants — suggests many active employees aren't deferring.
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.
$811K · 1 participants
RMHC CTMA
RONALD MCDONALD HOUSE CHARITIES OF CT AND WESTERN MA DC PLAN
$809K · 35 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
