Original filing (PDF)20250919123337NAL0002522881001

OPINICUS CAPITAL, INC.

Name: OPINICUS CAPITAL, INC. — OPINICUS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: OPINICUS CAPITAL, INC.

Form 5500-SF

FILING_RECEIVED

OPINICUS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 OPINICUS CAPITAL, INC..

Plan sponsor

Name

OPINICUS CAPITAL, INC.

EIN

26-4821578

Address

3014 W. PALMIRA AVE · SUITE 201 · TAMPA, FL · 33629

Phone

(813) 443-4767

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

2025-09-19

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

HUDSON CAPITAL MANAGEMENT, LLC

HUDSON CAPITAL MANAGEMENT LLC 401(K) PS PLAN

$1.5M · 10 participants

LUCID ADVISORS, INC.

LUCID ADVISORS, INC. 401(K) PLAN AND TRUST

$1.5M · 2 participants

ANSON FUNDS MANAGEMENT LP

FRIGATE VENTURES LP PROFIT SHARING AND 401(K) PLAN

$1.5M · 4 participants

SURF AND SAGE LLC

SURF AND SAGE LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 5 participants

CENDANA CAPITAL MANAGEMENT, LLC

CENDANA CAPITAL MANAGEMENT, LLC DEFINED BENEFIT PLAN