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Original filing (PDF)20251002155104NAL0000406035001
OPPORTUNITY DEVELOPMENT CENTERS, INC.
Form 5500
FILING_RECEIVED
OPPORTUNITY DEVELOPMENT CENTERS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
171
Accounts w/ balance
229
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
85
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Lifestrategy Moderate Growth Mutual Fund N/A" is 30% of plan.
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPPORTUNITY DEVELOPMENT CENTERS, INC..
Plan sponsor
Name
OPPORTUNITY DEVELOPMENT CENTERS, INC.
EIN
39-1044318
Address
1191 HUNTINGTON AVE · WISCONSIN RAPIDS, WI · 54494
Phone
(715) 424-2712
Industry
Other Services (ex. Public Admin)see 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
2025-10-02
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
HAWKINS ASH CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODTRUST BANK, N.A. | 39-0720440 | — | NONE | $41K | — |
Investments
27 direct securities· $5.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Lifestrategy Moderate Growth Mutual Fund N/A | — | — | — | $1.7M | 29.7% | |
| Vanguard Lifestrategy Growth Fund Mutual Fund N/A | — | — | — | $1.3M | 21.9% | |
| Fidelity Government Money Market Mutual Fund N/A | — | — | — | $541K | 9.4% | |
| Vanguard Lifestrategy Conserv Growth Fund Mutual Fund N/A | — | — | — | $322K | 5.6% | |
| Vanguard Target 2040 Fund Mutual Fund N/A | — | — | — | $247K | 4.3% | |
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $203K | 3.5% | |
| Vanguard Target 2050 Fund Mutual Fund N/A | — | — | — | $155K | 2.7% | |
| William Blair Large Cap Growth Fund Mutual Fund N/A | — | — | — | $137K | 2.4% | |
| AMG Yacktman Fund Mutual Fund N/A | — | — | — | $133K | 2.3% | |
| Dodge & Cox Stock Fund Mutual Fund N/A | — | — | — | $131K | 2.3% | |
| Vanguard Target 2060 Fund Mutual Fund N/A | — | — | — | $122K | 2.1% | |
| Vanguard Target 2030 Fund Mutual Fund N/A | — | — | — | $110K | 1.9% | |
| Vanguard Lifestrategy Income Fund Mutual Fund N/A | — | — | — | $85K | 1.5% | |
| Seafarer Overseas Growth and Income Fund Mutual Fund N/A | — | — | — | $64K | 1.1% | |
| JPMorgan Small Cap Growth Fund Mutual Fund N/A | — | — | — | $61K | 1.1% | |
| Janus Henderson Small Value Fund Mutual Fund N/A | — | — | — | $60K | 1.0% | |
| MFS International Equity Fund Mutual Fund N/A | — | — | — | $56K | 1.0% | |
| Oakmark International Fund Mutual Fund N/A | — | — | — | $56K | 1.0% | |
| Baird Intermediate Bond Fund Mutual Fund N/A | — | — | — | $53K | 0.9% | |
| Dodge & Cox Income Fund Mutual Fund N/A | — | — | — | $44K | 0.8% | |
| Vanguard Mid Cap Val Index Fund Mutual Fund N/A | — | — | — | $42K | 0.7% | |
| Baird Midcap Fund - Inst Mutual Fund N/A | — | — | — | $40K | 0.7% | |
| JPMorgan Core Bond Fund Mutual Fund N/A | — | — | — | $26K | 0.5% | |
| Vanguard Target 2020 Fund Mutual Fund N/A 204 Vanguard Short-Term Investment Grade Mutual Fund N/A | — | — | — | $18K | 0.3% | |
| Vanguard Target 2070 Fund Mutual Fund N/A | — | — | — | $15K | 0.3% | |
| Blackrock High Yield Bond Fund Mutual Fund N/A | — | — | — | $9K | 0.2% | |
| Templeton Global Bond Fund Mutual Fund N/A | — | — | — | $8K | 0.1% |
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