How big is Opportunity Management Group, LLC's plan?

Opportunity Management Group, LLC's plan reported $6.4M in assets and 155 participants for 2024.

Original filing (PDF)20250731162114NAL0006338497001

Opportunity Management Group, LLC

Name: Opportunity Management Group, LLC — Opportunity, Form 5500 (2024)
Creator: Opportunity Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Opportunity Management Group, LLC 401(k) Plan

401(k) retirement plan · Opportunity Management Group, LLC's Opportunity Management Group, LLC 401(k) Plan held $6.4M in plan assets for 155 participants in 2024.

Signals · 1

No auditor on file

Active participants

155

Accounts w/ balance

104

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan identifiers

Opportunity Management Group, LLC's EIN is 20-2362281.

EIN 20-2362281

Plan number 001

Plan year 2024

ACK ID 20250731162114NAL0006338497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Opportunity Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Opportunity Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score