How big is Microfinance Opportunities' plan?

Microfinance Opportunities' plan reported $440K in assets and 1 participants for 2024.

Original filing (PDF)20250731150426NAL0010804594001

Microfinance Opportunities

Name: Microfinance Opportunities — Microfinance, Form 5500 (2024)
Creator: Microfinance Opportunities
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Microfinance Opportunities 403(b) DC Plan

403(b) retirement plan · Microfinance Opportunities' Microfinance Opportunities 403(b) DC Plan held $440K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$440K

Net assets (EOY)

$440K

People on this filing

GUY Stuart signed Microfinance Opportunities' 2024 Form 5500 as plan administrator.

GUY Stuart — 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

Microfinance Opportunities' EIN is 30-0075787.

EIN 30-0075787

Plan number 001

Plan year 2024

ACK ID 20250731150426NAL0010804594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Microfinance Opportunities from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Microfinance Opportunities' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICROFINANCE OPPORTUNITIES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

MICROFINANCE OPPORTUNITIES

DBA

GWD

EIN

all filings

Address

45 PROSPECT ST · CAMBRIDGE, MA · 021392402

Phone

(202) 721-0050

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