How big is OPAL Financial Group, Inc.'s plan?

OPAL Financial Group, Inc.'s plan reported $2.0M in assets and 20 participants for 2024.

Original filing (PDF)20250710090347NAL0003385251001

OPAL Financial Group, Inc.

Name: OPAL Financial Group, Inc. — OPAL Financial Group, Form 5500 (2024)
Creator: OPAL Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OPAL Financial Group, Inc. Employees' Retirement Plan

401(k) retirement plan · OPAL Financial Group, Inc.'s OPAL Financial Group, Inc. Employees' Retirement Plan held $2.0M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Abraham Wellington signed OPAL Financial Group, Inc.'s 2024 Form 5500 as plan administrator.

Abraham Wellington — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OPAL Financial Group, Inc.'s EIN is 13-4007030.

EIN 13-4007030

Plan number 002

Plan year 2024

ACK ID 20250710090347NAL0003385251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OPAL Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OPAL Financial Group, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPAL FINANCIAL GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

OPAL FINANCIAL GROUP, INC.

EIN

all filings

Address

132 WEST 36TH STREET · SUITE #2S · NEW YORK, NY · 10018

Phone

(212) 532-9898

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator