Original filing (PDF)20250730133922NAL0004808001004

OPPORTUNITY RESOURCE FUND

Name: OPPORTUNITY RESOURCE FUND — OPPORTUNITY RESOURCE FUND 403B PLAN, Form 5500 (2024)
Creator: OPPORTUNITY RESOURCE FUND

Form 5500-SF

FILING_RECEIVED

OPPORTUNITY RESOURCE FUND 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPPORTUNITY RESOURCE FUND.

Plan sponsor

Name

OPPORTUNITY RESOURCE FUND

EIN

38-2784136

Address

330 MARSHALL STREET, SUITE 105 · LANSING, MI · 489122314

Phone

(517) 372-6001

Industry

Finance & Insurancesee 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

2025-07-30

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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