Taylor McGuire signed Opportune LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Opportune LLP's EIN is 20-2958287.
Download the official 2024 Form 5500 (PDF) for Opportune LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Opportune LLP's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $26K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
