Original filing (PDF)20251003125801NAL0001407185001

OPPORTUNITIES FOR OTSEGO, INC.

Name: OPPORTUNITIES FOR OTSEGO, INC. — OPPORTUNITIES FOR OTSEGO, INC. 403(B) PLAN, Form 5500 (2024)
Creator: OPPORTUNITIES FOR OTSEGO, INC.

Form 5500-SF

FILING_RECEIVED

OPPORTUNITIES FOR OTSEGO, INC. 403(B) PLAN

403(b) retirement plan

Active participants

119

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPPORTUNITIES FOR OTSEGO, INC..

Plan sponsor

Name

OPPORTUNITIES FOR OTSEGO, INC.

EIN

16-6066346

Address

3 W BROADWAY · ONEONTA, NY · 138202223

Phone

(607) 433-8008

Industry

Health Care & Social Assistancesee 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

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

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

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