How big is Opportunity Fund Holding Company LLC's plan?

Opportunity Fund Holding Company LLC's plan reported $713K in assets and 9 participants for 2024.

Original filing (PDF)20250630165719NAL0016733552001

Opportunity Fund Holding Company LLC

Name: Opportunity Fund Holding Company LLC — Opportunity, Form 5500 (2024)
Creator: Opportunity Fund Holding Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Opportunity Fund Holding Company LLC 401(k) Plan

401(k) retirement plan · Opportunity Fund Holding Company LLC's Opportunity Fund Holding Company LLC 401(k) Plan held $713K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

Plan identifiers

Opportunity Fund Holding Company LLC's EIN is 83-2760290.

EIN 83-2760290

Plan number 001

Plan year 2024

ACK ID 20250630165719NAL0016733552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Opportunity Fund Holding Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Opportunity Fund Holding Company LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPPORTUNITY FUND HOLDING COMPANY LLC.

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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