Dan Moore signed OPUS Inspection, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OPUS Inspection, Inc.'s EIN is 74-3258141.
Download the official 2024 Form 5500 (PDF) for OPUS Inspection, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OPUS Inspection, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BROTHERS FINANCIAL SERVICES | 06-1517948 | — | INVESTMENT/FINANCIAL ADV | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard US Growth Fund | Mutual Funds | — | — | $13.1M | 16.3% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $11.7M | 14.5% | |
| Stable Value Fund Standard Insurance Company APEX Guaranteed Fixed Interest Fund | Stable Value | — | — | $10.4M | 12.9% | |
| ALTA ONTRACK TGT RET 2035 II ALTA TRUST COMPANY · EIN 86-3243659 / PN 002 | Common Collective Trust | — | — | $3.9M | 4.8% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $3.5M | 4.3% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $3.4M | 4.2% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $3.4M | 4.2% | |
| ALTA ONTRACK TGT RET 2030 II ALTA TRUST COMPANY · EIN 86-3214659 / PN 002 | Common Collective Trust | — | — | $3.3M | 4.1% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $2.9M | 3.6% | |
| ALTA ONTRACK TGT RET 2025 II ALTA TRUST COMPANY · EIN 86-3181503 / PN 002 | Common Collective Trust | — | — | $2.6M | 3.2% | |
| MassMutual Mid Cap Growth Fund | Other securities | — | — | $2.2M | 2.7% | |
| ALTA ONTRACK TGT RET 2045 II ALTA TRUST COMPANY · EIN 86-3297308 / PN 002 | Common Collective Trust | — | — | $1.9M | 2.4% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $1.7M | 2.1% | |
| ALTA ONTRACK TGT RET 2050 II ALTA TRUST COMPANY · EIN 86-3325408 / PN 002 | Common Collective Trust | — | — | $1.7M | 2.1% | |
| ALTA ONTRACK TGT RET 2040 II ALTA TRUST COMPANY · EIN 86-3271229 / PN 002 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| Money Market Fund Vanguard Cash Reserves Federal Money Market Fund | Mutual Funds | — | — | $1.6M | 2.0% | |
| T Rowe Price T Rowe Price New Horizons Fund | Mutual Funds | — | — | $1.4M | 1.7% | |
| Nuveen International Nuveen International Equity Index Fund | Common Collective Trusts | — | — | $1.2M | 1.5% | |
| Participant loans Interest rates from 3.25% to 9.50% - 0 - | Bonds / Notes | — | — | $1.2M | 1.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 1.4% | |
| ALTA ONTRACK TGT RET 2020 II ALTA TRUST COMPANY · EIN 86-3163841 / PN 002 | Common Collective Trust | — | — | $1.1M | 1.4% | |
| ALTA ONTRACK TGT RET 2055 II ALTA TRUST COMPANY · EIN 86-3363573 / PN 002 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| ALTA ONTRACK TGT RET 2060 II ALTA TRUST COMPANY · EIN 86-3387424 / PN 002 | Common Collective Trust | — | — | $837K | 1.0% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $737K | 0.9% | |
| John Hancock John Hancock Bond Fund | Other securities | — | — | $630K | 0.8% | |
| Vanguard High Yield Corporate Fund | Mutual Funds | — | — | $546K | 0.7% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $447K | 0.6% | |
| STATE STREET ONTRACK RETINC II ALTA TRUST COMPANY · EIN 86-3059328 / PN 002 | Common Collective Trust | — | — | $261K | 0.3% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $215K | 0.3% | |
| PIMCO Income Fund | Mutual Funds | — | — | $215K | 0.3% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $188K | 0.2% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio | Mutual Funds | — | — | $155K | 0.2% | |
| Dimensional Fund Advisors DFA US Small Cap Growth Portfolio | Mutual Funds | — | — | $142K | 0.2% | |
| Thornburg Investment Management Thornburg Strategic Income Fund | Other securities | — | — | $83K | 0.1% | |
| Vanguard Wellesley Income Fund | Mutual Funds | — | — | $48K | <0.1% | |
| FIDELITY MANAGED INCOME I FIDELITY INV INST CO INC · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
