Paula Russo signed The Opici Group, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Opici Group, L.L.C.'s EIN is 46-0902336.
Download the official 2024 Form 5500 (PDF) for The Opici Group, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Opici Group, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $75K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK LL |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $36.1M | 98.9% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.8% |
| — |
| ST LOUIS, MO |
| INVESTMENT ADVISOR |
| $40K |
| — |
