· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE OPPORTUNITY INSTITUTE — THE OPPORTUNITY INSTITUTE 401K PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230712170741NAL0023064657001
THE OPPORTUNITY INSTITUTE
Form 5500-SF
FILING_RECEIVED
THE OPPORTUNITY INSTITUTE 401K PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
30
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE OPPORTUNITY INSTITUTE
.
Find decision makers
Plan sponsor
Name
THE OPPORTUNITY INSTITUTE
EIN
47-3888926
Address
1400 SHATTUCK AVE · SUITE 12 136 · BERKELEY, CA · 94709
Phone
(209) 606-4198
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-12
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
CALIFORNIA MORTGAGE BANKERS ASSOCIATION
CALIFORNIA MORTGAGE BANKERS ASSOCIATION 401K PROFIT SHARING PLAN
$1.2M · 5 participants
BHRAGS HOME CARE CORP.
BHRAGS HOME CARE CORP.
$1.2M · 328 participants
SPECIAL OLYMPICS MONTANA, INC.
MONTANA SPECIAL OLYMPICS, INC. TSA RETIREMENT PLAN
$1.2M · 23 participants
GAR FOUNDATION
GAR FOUNDATION 401(K) RETIREMENT SAVINGS PLAN
$1.2M · 6 participants
ABUNDANT COMPANIES
ABUNDANT COMPANIES 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 34 participants
TORAH ACADEMY
403(B) THRIFT PLAN OF TORAH ACADEMY
$1.2M · 17 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
