How big is Opportunitas Advisors' plan?

Opportunitas Advisors' plan reported $151K in assets and 2 participants for 2024.

Original filing (PDF)20250718120759NAL0000799219001

Opportunitas Advisors

Name: Opportunitas Advisors — Opportunitas Advisors 401(k), Form 5500 (2024)
Creator: Opportunitas Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Opportunitas Advisors 401(k) Plan

401(k) retirement plan · Opportunitas Advisors' Opportunitas Advisors 401(k) Plan held $151K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

People on this filing

Marcus Bowie signed Opportunitas Advisors' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Opportunitas Advisors' EIN is 45-4229399.

EIN 45-4229399

Plan number 001

Plan year 2024

ACK ID 20250718120759NAL0000799219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Opportunitas Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Opportunitas Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score