Todd Schoolman signed Opportunity Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Opportunity Partners, Inc.'s EIN is 41-0737221.
Download the official 2024 Form 5500 (PDF) for Opportunity Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Opportunity Partners, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF LFCY IDX 2030 INST N/R | Common Collective Trusts | — | — | $2.0M | 13.4% | |
| Fidelity 500 IDX Premium FD N/R | Common Collective Trusts | — | — | $1.8M | 12.1% | |
| TIAA-CREF LFCY IDX 2045 INST N/R | Common Collective Trusts | — | — | $1.4M | 9.2% | |
| Fully Benefit-Responsive Investment Contract * Principal Life Insurance Principal Fixed Income Option Non 401(a) N/R | Other securities | — | — | $1.3M | 8.8% | |
| JPMorgan Large Cap Growth Fund N/R | Other securities | — | — | $1.1M | 7.5% | |
| TIAA-CREF LFCY IDX 2035 INST N/R | Common Collective Trusts | — | — | $1.1M | 7.2% | |
| American Funds American Funds EuroPacific Growth Fund Class R-4 N/R | Mutual Funds | — | — | $813K | 5.4% | |
| TIAA-CREF LFCY IDX 2025 INST N/R | Common Collective Trusts | — | — | $702K | 4.7% | |
| TIAA-CREF LFCY IDX 2050 INST N/R | Common Collective Trusts | — | — | $588K | 3.9% | |
| TIAA-CREF LFCY IDX 2055 INST N/R | Common Collective Trusts | — | — | $571K | 3.8% | |
| Fidelity Small Cap IDX Prem FD N/R | Common Collective Trusts | — | — | $526K | 3.5% | |
| TIAA-CREF LFCY IDX 2020 INST N/R | Common Collective Trusts | — | — | $450K | 3.0% | |
| Vanguard Wellington Fund Class Admiral Fund N/R | Mutual Funds | — | — | $436K | 2.9% | |
| Fidelity Mid Cap Index Prem FD N/R | Mutual Funds | — | — | $431K | 2.9% | |
| TIAA-CREF LFCY IDX 2040 INST N/R | Common Collective Trusts | — | — | $283K | 1.9% | |
| Vanguard Value Index Fund N/R | Common Collective Trusts | — | — | $255K | 1.7% | |
| PGIM Investments PGIM Total Ret Bond Z Fd N/R | U.S. Treasuries | — | — | $246K | 1.6% | |
| Mass Mutual Investments MassMutual Mid Cap Growth II R4 Fund N/R | Other securities | — | — | $232K | 1.5% | |
| Vanguard TTL INTL STK INDX ADM FD N/R | Mutual Funds | — | — | $124K | 0.8% | |
| Franklin Templeton Franklin Small Cap Value R6 FD N/R | Mutual Funds | — | — | $102K | 0.7% | |
| Wells Fargo Allspring Special Mid Cap Value A N/R | Other securities | — | — | $100K | 0.7% | |
| Company * Participant Loans Interest rates: 3.25% - 8.50% $0 | Bonds / Notes | — | — | $82K | 0.5% | |
| Nuveen Lifecycle Index Retirement Income Fund N/R | Mutual Funds | — | — | $77K | 0.5% | |
| TIAA-CREF LFCY IDX 2010 INST N/R | Common Collective Trusts | — | — | $67K | 0.4% | |
| TIAA-CREF LFCY IDX 2060 INST N/R | Common Collective Trusts | — | — | $60K | 0.4% | |
| Principal Trust Company Principal Real Estate Secs R5 Fund N/R | Common Stocks | — | — | $55K | 0.4% | |
| Nuveen Lifecycle Index 2015 Fund N/R | Mutual Funds | — | — | $54K | 0.4% | |
| TIAA-CREF LFCY IDX 2065 INST N/R | Common Collective Trusts | — | — | $20K | 0.1% | |
| Evaluating the appropriateness of the accounting policies used and the reasonableness of significant accounting estimates made by management. | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $0 | — |
