How big is Oprandi Wealth Group's plan?

Oprandi Wealth Group's plan reported $1.3M in assets and 7 participants for 2024.

Original filing (PDF)20250710104905NAL0008595216001

Oprandi Wealth Group

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

Form 5500-SF

FILING_RECEIVED

Oprandi Wealth Group 401(k) Plan

401(k) retirement plan · Oprandi Wealth Group's Oprandi Wealth Group 401(k) Plan held $1.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Roger Oprandi signed Oprandi Wealth Group's 2024 Form 5500 as plan administrator.

Roger Oprandi — 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

Oprandi Wealth Group's EIN is 82-0965920.

EIN 82-0965920

Plan number 001

Plan year 2024

ACK ID 20250710104905NAL0008595216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oprandi Wealth Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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