How big is Opportunity Foundation, Inc.'s plan?

Opportunity Foundation, Inc.'s plan reported $4.9M in assets and 170 participants for 2024.

Original filing (PDF)20251112121903NAL0000157776001

Opportunity Foundation, Inc.

Name: Opportunity Foundation, Inc. — Opportunity, Form 5500 (2024)
Creator: Opportunity Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Opportunity Foundation Employee Retirement Plan

403(b) retirement plan · Opportunity Foundation, Inc.'s Opportunity Foundation Employee Retirement Plan held $4.9M in plan assets for 170 participants in 2024.

Signals · 1

No auditor on file

Active participants

170

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Christy Jeannotte signed Opportunity Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Christy Jeannotte — 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

Opportunity Foundation, Inc.'s EIN is 45-0373040.

EIN 45-0373040

Plan number 001

Plan year 2024

ACK ID 20251112121903NAL0000157776001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Opportunity Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score