Original filing (PDF)20251010082019NAL0007365409001

OPPORTUNITY FINANCE NETWORK

Name: OPPORTUNITY FINANCE NETWORK — OPPORTUNITY FINANCE NETWORK 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: OPPORTUNITY FINANCE NETWORK

Form 5500-SF

FILING_RECEIVED

OPPORTUNITY FINANCE NETWORK 403(B) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

104

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPPORTUNITY FINANCE NETWORK.

Plan sponsor

Name

OPPORTUNITY FINANCE NETWORK

EIN

20-5189202

Address

123 S BROAD STREET, SUITE 1930 · PHILADELPHIA, PA · 19109

Phone

—

Industry

Finance & Insurancesee 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

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2K · 401(m) arrangement

2J · 401(k) feature

2S · Automatic enrollment

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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