How big is 1ST Opulence Financial, LLC's plan?

1ST Opulence Financial, LLC's plan reported $14K in assets and 4 participants for 2024.

Original filing (PDF)20250905153202NAL0017276081001

1ST Opulence Financial, LLC

Name: 1ST Opulence Financial, LLC — 1ST Opulence Financial, Form 5500 (2024)
Creator: 1ST Opulence Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1ST Opulence Financial 401(k) Plan

401(k) retirement plan · 1ST Opulence Financial, LLC's 1ST Opulence Financial 401(k) Plan held $14K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

TARA Evans, for TAG Resources signed 1ST Opulence Financial, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

1ST Opulence Financial, LLC's EIN is 27-1583951.

EIN 27-1583951

Plan number 001

Plan year 2024

ACK ID 20250905153202NAL0017276081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 1ST Opulence Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

1ST Opulence Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 1ST OPULENCE FINANCIAL, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score