Dennis Power signed OPUS Holding, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OPUS Holding, L.L.C.'s EIN is 26-4189071.
Download the official 2024 Form 5500 (PDF) for OPUS Holding, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OPUS Holding, L.L.C.'s plan includes 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 | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Stock Fund Common/Collective Trusts State Street Global Advisors State Street Global Advisors S&P N/R | Common Collective Trusts | — | — | $21.9M | 23.1% | |
| STATE ST S&P 500 INDX NL CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $21.9M | 23.1% | |
| Alger Capital Appreciation Z Fund N/R | Mutual Funds | — | — | $11.0M | 11.7% | |
| SCHWAB MANAGED RET TRUST FUND 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $6.4M | 6.8% | |
| 2030 Fund; Class IV Shares State Street Global Advisors State Street Global Advisors S&P N/R | Other securities | — | — | $6.1M | 6.5% | |
| SS S&P MIDCAP INDX SL SER II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 006 | Common Collective Trust | — | — | $6.1M | 6.5% | |
| GALLIARD MANAGED INCOME FUND CORE SEI TRUST COMPANY · EIN 52-2250939 / PN 001 | Common Collective Trust | — | — | $6.1M | 6.4% | |
| Invesco Van Kampen Comstock R6 N/R | Mutual Funds | — | — | $4.8M | 5.1% | |
| Fund Franklin Small Cap Growth R6 N/R | Mutual Funds | — | — | $4.4M | 4.7% | |
| Advantage Fund PIMCO Total Return Fund N/R | Mutual Funds | — | — | $3.7M | 3.9% | |
| JP Morgan JP Morgan Core Bond R6 Fund N/R | Other securities | — | — | $3.5M | 3.7% | |
| BNY MELLON ACWI EX-U.S. FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 239 | Common Collective Trust | — | — | $3.4M | 3.6% | |
| Oakmark International R6 Fund N/R | Other securities | — | — | $3.0M | 3.1% | |
| SCHWAB MANAGED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $2.7M | 2.9% | |
| SCHWAB MANAGED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $2.6M | 2.7% | |
| William Blair William Blair Small Cap Value Fund N/R | Other securities | — | — | $2.4M | 2.5% | |
| SCHWAB MANAGED RET TRUST FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $2.3M | 2.4% | |
| 2045 Fund; Class IV Shares State Street Bank & Trust Co. State Street Global Advisors Russell N/R | Common Stocks | — | — | $2.3M | 2.4% | |
| SS RUSL SML CAP INDX NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 496 | Common Collective Trust | — | — | $2.3M | 2.4% | |
| SCHWAB MANAGED RET TRUST FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $2.0M | 2.1% | |
| SCHWAB MANAGED RET TRUST FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $1.6M | 1.7% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $1.6M | 1.7% | |
| Class I Vanguard Emerging Markets Select N/R | Mutual Funds | — | — | $1.0M | 1.1% | |
| SCHWAB MANAGED RET TRUST FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $756K | 0.8% | |
| SCHWAB MANAGED RET TRUST FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $494K | 0.5% | |
| 2015 Fund; Class IV Shares Notes Receivable From Participants * Participant Loans Interest rates of 4.25% to 9.50% and $0 | Bonds / Notes | — | — | $200K | 0.2% | |
| SCHWAB MANAGED RET TRUST FUND 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $164K | 0.2% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $26K | <0.1% | |
| SCHWAB MANAGED RET TRUST FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
