How big is OPAL Kelly Incorporated's plan?

OPAL Kelly Incorporated's plan reported $983K in assets and 8 participants for 2024.

Original filing (PDF)20250505180655NAL0008169793001

OPAL Kelly Incorporated

Name: OPAL Kelly Incorporated — OPAL Kelly 401(k) Plan, Form 5500 (2024)
Creator: OPAL Kelly Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OPAL Kelly 401(k) Plan

401(k) retirement plan · OPAL Kelly Incorporated's OPAL Kelly 401(k) Plan held $983K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$983K

Net assets (EOY)

$983K

People on this filing

JAKE Janovetz signed OPAL Kelly Incorporated's 2024 Form 5500 as plan administrator.

JAKE Janovetz — 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 Kelly Incorporated's EIN is 20-0863235.

EIN 20-0863235

Plan number 002

Plan year 2024

ACK ID 20250505180655NAL0008169793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OPAL Kelly Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OPAL Kelly Incorporated's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (89th percentile).

Plan sponsor

Name

OPAL KELLY INCORPORATED

EIN

all filings

Address

13500 SW 72ND AVENUE · SUITE 100 · PORTLAND, OR · 97223

Phone

(217) 391-3724

Industry

Manufacturing

Plan administrator