Christine Martin signed Oportun, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oportun, Inc.'s EIN is 20-3386325.
Download the official 2024 Form 5500 (PDF) for Oportun, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oportun, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $10.1M | 12.2% | |
| American Funds Target Date 2050 R6 | Mutual Funds | — | — | $7.4M | 8.9% | |
| American Funds Target Date 2040 R6 | Mutual Funds | — | — | $5.6M | 6.7% | |
| American Funds Target Date 2055 R6 | Mutual Funds | — | — | $5.6M | 6.7% | |
| American Funds Target Date 2035 R6 | Mutual Funds | — | — | $5.4M | 6.4% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $4.9M | 5.9% | |
| American Funds Target Date 2045 R6 | Mutual Funds | — | — | $4.9M | 5.9% | |
| Fidelity Advisor Technology Z | Mutual Funds | — | — | $3.4M | 4.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $3.3M | 3.9% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $2.7M | 3.2% | |
| American Funds Target Date 2030 R6 | Mutual Funds | — | — | $2.7M | 3.2% | |
| American Funds Target Date 2060 R6 | Mutual Funds | — | — | $2.6M | 3.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.4M | 2.9% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $2.2M | 2.6% | |
| Vanguard Ttl Wldstk Index Adm | Mutual Funds | — | — | $2.0M | 2.4% | |
| Participant loans receivable - 154 loans outstanding with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.4M | 1.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.4M | 1.7% | |
| American Funds Target Date 2025 R6 | Mutual Funds | — | — | $1.3M | 1.6% | |
| Vanguard Intl Growth Admiral | Mutual Funds | — | — | $986K | 1.2% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $923K | 1.1% | |
| Vanguard Small Cap Grth Index | Mutual Funds | — | — | $908K | 1.1% | |
| Vanguard Mdcp Grth Index Adm | Mutual Funds | — | — | $881K | 1.1% | |
| Dodge & Cox Stock Fund X | Mutual Funds | — | — | $805K | 1.0% | |
| Vanguard Interm Term Bd Idx A | Common Collective Trusts | — | — | $795K | 1.0% | |
| Vanguard Sm Cap Val Index Adm | Mutual Funds | — | — | $783K | 0.9% | |
| Victory Syc Est Value R6 | Other securities | — | — | $689K | 0.8% | |
| iShares Msci Eafe Intl Idx K | Common Collective Trusts | — | — | $649K | 0.8% | |
| American Funds Target Date 2020 R6 | Mutual Funds | — | — | $648K | 0.8% | |
| American New Perspective R6 | Other securities | — | — | $646K | 0.8% | |
| Vanguard Mid Cap Value Idx Adm | Common Collective Trusts | — | — | $623K | 0.7% | |
| Janus Henderson Glbl Life Sci | Mutual Funds | — | — | $565K | 0.7% | |
| DFA Intl Value Portfolio | Mutual Funds | — | — | $565K | 0.7% | |
| American Funds Cap Wld G&I R6 | Mutual Funds | — | — | $553K | 0.7% | |
| DFA Us Small Cap | Mutual Funds | — | — | $478K | 0.6% | |
| American Funds Target Date 2065 R6 | Mutual Funds | — | — | $366K | 0.4% | |
| Pimco Income Institutional | Mutual Funds | — | — | $352K | 0.4% | |
| Blackrock High Yield Bond K | Other securities | — | — | $349K | 0.4% | |
| Vanguard Long-Trm Treas Idx Admiral | Common Collective Trusts | — | — | $347K | 0.4% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $324K | 0.4% | |
| DFA Inflation Protected Sec I | Mutual Funds | — | — | $271K | 0.3% | |
| Allspring Core Bond Fund R6 | Other securities | — | — | $248K | 0.3% | |
| DFA Global Equity Instl | Mutual Funds | — | — | $182K | 0.2% | |
| American Funds Taget Date 2015 R6 | Mutual Funds | — | — | $70K | <0.1% | |
| American Funds Target Date 2010 R6 | Mutual Funds | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE ADVISORY GROUP | 33-0818667 | — | NONE | $43K | — |
