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Original filing (PDF)20251015140628NAL0009975218001
OPUS IVS, INC.
Form 5500
FILING_RECEIVED
OPUS IVS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
278
Accounts w/ balance
347
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPUS IVS, INC..
Plan sponsor
Name
OPUS IVS, INC.
EIN
27-2858452
Address
7322 NEWMAN BLVD BLDG 3 · DEXTER, MI · 481301605
Phone
(734) 222-5228
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES INC | 91-1802259 | — | ADVISOR | $40K | — |
Investments
16 direct securities· $17.6M(95% of reported assets)
Uncategorized
$13.7M
15 holdings
Mutual Funds
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index | Mutual Funds | — | — | $3.9M | 20.9% | |
| MFS International Intrinsic Value Fund Class R4 | — | — | — | $2.9M | 15.4% | |
| Putnam Large Cap Value Fund Class R6 | — | — | — | $2.2M | 12.1% | |
| Fidelity Blue Chip Growth Fund Class K | — | — | — | $1.6M | 8.6% | |
| J Hancock John Hancock Bond Fund Class R4 | — | — | — | $1.5M | 7.9% | |
| Fidelity Extended Market Index Fund | — | — | — | $1.2M | 6.6% | |
| PIMCO Income Fund Institutional Class | — | — | — | $787K | 4.2% | |
| Allspring Special Mid Cap Value Fund Class R6 | — | — | — | $743K | 4.0% | |
| MFS Mid Cap Growth Fund Class R4 | — | — | — | $640K | 3.4% | |
| Columbia Small Cap Growth Fund Institutional Class | — | — | — | $538K | 2.9% | |
| Allspring Special Small Cap Value Fund Class R6 | — | — | — | $525K | 2.8% | |
| American Funds American Funds New World Fund Class R-6 | — | — | — | $472K | 2.5% | |
| T. Rowe Price T Rowe Price Retirement Balanced Fund Advisor Class | — | — | — | $207K | 1.1% | |
| Fidelity International Index | — | — | — | $159K | 0.9% | |
| Fidelity US Bond Index | — | — | — | $117K | 0.6% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund, Inc. | — | — | — | $101K | 0.5% |
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