Mark Fisher signed Opportunity Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Opportunity Enterprises, Inc.'s EIN is 35-1136833.
Download the official 2024 Form 5500 (PDF) for Opportunity Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Opportunity Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC | 20-0937408 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESLEY M. KOTYS | — | VALPARASO, IN | ADVISORY | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IShares Core Moderate Allocation Mutual Fund | Other securities | — | — | $1.8M | 33.2% | |
| TKG Deploy and Defend Moderate Managed Fund | Other securities | — | — | $1.8M | 31.8% | |
| TKG Deploy and Defend Aggressive Managed Fund | Other securities | — | — | $954K | 17.3% | |
| TD Bank INSTL MMDA Money Market | Cash / Money Market | — | — | $213K | 3.9% | |
| Invesco DB Commodity Tracking ETF Mutual Fund 6 IShares Tips Bond Mutual Fund 348 IShares Core Aggressive Allocation Mutual Fund | Mutual Funds | — | — | $164K | 3.0% | |
| Participant loans 5.25% - 10.50% | Bonds / Notes | — | — | $136K | 2.5% | |
| TKG Deploy and Defend Conservative Managed Fund | Other securities | — | — | $130K | 2.4% | |
| IShares Core Conservative Allocation Mutual Fund | Other securities | — | — | $117K | 2.1% | |
| Vanguard Mid-Cap Growth ETF Mutual Fund | Mutual Funds | — | — | $47K | 0.9% | |
| Vanguard Growth ETF Mutual Fund | Mutual Funds | — | — | $42K | 0.8% | |
| Vanguard Value ETF Mutual Fund | Mutual Funds | — | — | $28K | 0.5% | |
| Vanguard Small-Cap Growth ETF Mutual Fund | Mutual Funds | — | — | $24K | 0.4% | |
| SPDR Bloomberg High Yield Bond Mutual Fund | Other securities | — | — | $20K | 0.4% | |
| Vanguard REIT ETF Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Mid-Cap Value ETF Mutual Fund | Mutual Funds | — | — | $9K | 0.2% | |
| SPDR BB Barclays Invest Grade Float ETF Mutual Fund | Other securities | — | — | $8K | 0.2% | |
| Vanguard Total International Bond ETF Mutual Fund | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Utilities ETF Mutual Fund | Mutual Funds | — | — | $6K | 0.1% | |
| SPDR Gold Shares Mutual Fund 12 Vanguard Total Bond Market ETF Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Long-Term Bond ETF Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard FTSE All-World ex US SMCP Mutual Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
