How big is Madison Opportunity Fund's plan?

Madison Opportunity Fund's plan reported $790 in assets and 2 participants for 2023.

Original filing (PDF)20250327132329NAL0035790210001

Madison Opportunity Fund

Name: Madison Opportunity Fund — Madison Opportunity Fund, Form 5500 (2023)
Creator: Madison Opportunity Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Madison Opportunity Fund SOCA Benefit Plan

Health & welfare plan · Madison Opportunity Fund's Madison Opportunity Fund SOCA Benefit Plan held $790 in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$790

Net assets (EOY)

$243

People on this filing

Matt Appenzeller signed Madison Opportunity Fund's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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

Madison Opportunity Fund's EIN is 83-2993260.

EIN 83-2993260

Plan number 501

Plan year 2023

ACK ID 20250327132329NAL0035790210001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Madison Opportunity Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Madison Opportunity Fund's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score