Justin Ramirez signed OPUS 12, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OPUS 12, Inc.'s EIN is 47-4239185.
Download the official 2024 Form 5500 (PDF) for OPUS 12, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OPUS 12, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $660 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 22.1% | |
| CLIMATESMART RETIREMENT 2060 CLASS STADION (BENEFIT TRUST COMPANY) · EIN 93-6774892 / PN 398 | Common Collective Trust | — | — | $2.0M | 16.4% | |
| CLIMATESMART RETIREMENT 2065 CLASS STADION (BENEFIT TRUST COMPANY) · EIN 93-6774892 / PN 399 | Common Collective Trust | — | — | $1.6M | 13.1% | |
| CLIMATESMART RETIREMENT 2055 CLASS STADION (BENEFIT TRUST COMPANY) · EIN 93-6774892 / PN 387 | Common Collective Trust | — | — | $1.2M | 10.0% | |
| CLIMATESMART RETIREMENT 2040 CLASS STADION (BENEFIT TRUST COMPANY) · EIN 93-6774892 / PN 394 | Common Collective Trust | — | — | $773K | 6.3% | |
| CLIMATESMART RETIREMENT 2035 CLASS STADION (BENEFIT TRUST COMPANY) · EIN 93-6774892 / PN 393 | Common Collective Trust | — | — | $713K | 5.8% | |
| Vanguard ESG US Stock ETF | Mutual Funds | — | — | $444K | 3.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $390K | 3.2% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $343K | 2.8% | |
| CLIMATESMART RETIREMENT 2045 CLASS STADION (BENEFIT TRUST COMPANY) · EIN 93-6774892 / PN 395 | Common Collective Trust | — | — | $256K | 2.1% | |
| CLIMATESMART RETIREMENT 2050 CLASS STADION (BENEFIT TRUST COMPANY) · EIN 93-6774892 / PN 396 | Common Collective Trust | — | — | $254K | 2.1% | |
| Vanguard ESG International Stock ETF | Mutual Funds | — | — | $241K | 1.9% | |
| Sphere 500 Climate Fund | Other securities | — | — | $177K | 1.4% | |
| Blackrock Core Bond Portfolio Instl | Other securities | — | — | $146K | 1.2% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $128K | 1.0% | |
| Schwab Self Directed Invest Fund V | Self-Directed Brokerage | — | — | $117K | 0.9% | |
| Money Market Fund * Vanguard Federated Money Market Inv | Mutual Funds | — | — | $100K | 0.8% | |
| Calvert US Large Cap Core Resp Ind R6 | Other securities | — | — | $96K | 0.8% | |
| 9.50% with various maturities) | Bonds / Notes | — | — | $93K | 0.8% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $78K | 0.6% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $54K | 0.4% | |
| Vanguard ESG US Corporate Bond ETF | Mutual Funds | — | — | $47K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | Common Collective Trusts | — | — | $40K | 0.3% | |
| iShares MSCI Eafe Intl Index Instl | Other securities | — | — | $38K | 0.3% | |
| Calvert Small Cap R6 | Other securities | — | — | $33K | 0.3% | |
| Calvert Bond Fund R6 | U.S. Treasuries | — | — | $32K | 0.3% | |
| Calvert US Mid Cap Core Respon Ind I Calvert 0 | Other securities | — | — | $29K | 0.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $27K | 0.2% | |
| Vanguard S-T Infl-Prot Sec Idx ETF Vanguard 0 | Common Collective Trusts | — | — | $25K | 0.2% | |
| CLIMATESMART RETIREMENT 2030 CLASS STADION (BENEFIT TRUST COMPANY) · EIN 93-6774892 / PN 392 | Common Collective Trust | — | — | $24K | 0.2% | |
| Natixis Target Retirement 2025 N 83 Natixis Target Retirement 2040 N 84 Natixis Target Retirement 2050 N | Other securities | — | — | $22K | 0.2% | |
| Natixis Target Retirement 2055 N | Other securities | — | — | $11K | <0.1% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $11K | <0.1% | |
| Nuveen Lifecycle Index 2030 R6 83 Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $11K | <0.1% | |
| Natixis Target Retirement 2060 N | Other securities | — | — | $10K | <0.1% | |
| Calvert Intl Responsible Index R6 | Other securities | — | — | $5K | <0.1% | |
| Pimco Intl Bond (USD Hedged) I | Mutual Funds | — | — | $5K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| CLIMATESMART RETIREMENT 2025 CLASS STADION (BENEFIT TRUST COMPANY) · EIN 93-6774892 / PN 391 | Common Collective Trust | — | — | $1K | <0.1% | |
| Self Directed Brokerage Accounts Schwab Self Direct Cash Fund V | Self-Directed Brokerage | — | — | $1K | <0.1% | |
| CLIMATESMART RETIREMENT INCOME CLAS STADION (BENEFIT TRUST COMPANY) · EIN 93-6774892 / PN 390 | Common Collective Trust | — | — | $44 | <0.1% |
