How big is Opengov, Inc.'s plan?

Opengov, Inc.'s plan reported $32.2M in assets and 634 participants for 2024.

Original filing (PDF)20251007120728NAL0011469570001

Opengov, Inc.

Name: Opengov, Inc. — Opengov, Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Opengov, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Opengov, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Opengov, Inc.'s Opengov, Inc. 401(k) Profit Sharing Plan held $32.2M in plan assets for 634 participants in 2024, with Empower as recordkeeper.

Active participants

634

Accounts w/ balance

548

Plan assets (EOY)

$32.2M

Net assets (EOY)

$32.2M

People on this filing

Matthew Theodore signed Opengov, Inc.'s 2024 Form 5500 as plan administrator.

Matthew Theodore — 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

Opengov, Inc.'s EIN is 30-0171737.

EIN 30-0171737

Plan number 001

Plan year 2024

ACK ID 20251007120728NAL0011469570001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Opengov, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

OPENGOV, INC.

EIN

all filings

Address

660 3RD STREET, SUITE 100 · SAN FRANCISCO, CA · 94107

Phone

(650) 336-7167

Industry

Professional & Technical Services

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$54K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLTH ADVISORY SERVICES LLC

Investments

24 direct securities· $32.2M(100% of reported assets)

Other securities

$21.6M

11 holdings

Common Collective Trusts

$9.7M

9 holdings

Mutual Funds

$710K

3 holdings

Bonds / Notes

$158K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$5.0M	15.4%
State Street Target Retirement 2055 Fund Class K	Other securities	—	—	$4.8M	14.8%
State Street Target Retirement 2050 Fund Class K	Other securities	—	—	$4.0M	12.4%
State Street Target Retirement 2035 Fund Class K	Other securities	—	—	$3.4M	10.7%
State Street Target Retirement 2040 Fund Class K	Other securities	—	—	$2.6M	8.1%
State Street Target Retirement 2045 Fund Class K	Other securities	—	—	$2.2M	6.8%
State Street Target Retirement 2025 Fund Class K	Other securities	—	—	$1.7M	5.3%
State Street Target Retirement 2060 Fund Class K	Other securities	—	—	$1.3M	4.1%
Fidelity International Index Fund	Common Collective Trusts	—	—	$1.1M	3.4%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$958K	3.0%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$719K	2.2%
AB Large Cap Growth Fund Class Z	Other securities	—	—	$606K	1.9%
State Street Target Retirement 2030 Fund Class K	Other securities	—	—	$558K	1.7%
Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$495K	1.5%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$472K	1.5%
Fidelity U.S. Sustainability Index Fund	Common Collective Trusts	—	—	$448K	1.4%
Fidelity Investments Money Market Government Portfolio - Institutional Class	Mutual Funds	—	—	$424K	1.3%
Fidelity Mid Cap Growth Index Fund	Common Collective Trusts	—	—	$353K	1.1%
JPMorgan Equity Income Fund Class R6	Other securities	—	—	$309K	1.0%
Fidelity Real Estate Index Fund	Common Collective Trusts	—	—	$200K	0.6%
AB Small Cap Growth Portfolio Class Z	Other securities	—	—	$169K	0.5%
American Funds EuroPacific Growth Fund Class R-6	Mutual Funds	—	—	$162K	0.5%
Participant loans receivable - 21 loans outstanding with interest rates ranging from 5.25% to 10.50% -	Bonds / Notes	—	—	$158K	0.5%
PIMCO Total Return Fund Institutional Class	Mutual Funds	—	—	$124K	0.4%