Original filing (PDF)20251230114546NAL0010943459001

OPUS FAMILY WEALTH AND MANAGEMENT LLC

Name: OPUS FAMILY WEALTH AND MANAGEMENT LLC — OPUS FAMILY WEALTH AND MANAGEMENT LLC 401(K) PLAN, Form 5500 (2024)
Creator: OPUS FAMILY WEALTH AND MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

OPUS FAMILY WEALTH AND MANAGEMENT LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPUS FAMILY WEALTH AND MANAGEMENT LLC.

Plan sponsor

Name

OPUS FAMILY WEALTH AND MANAGEMENT LLC

EIN

85-2095901all filings

Address

4359 SHADY BEND DRIVE · DALLAS, TX · 75244

Phone

(214) 453-2697

Industry

Finance & Insurancesee all

Plan administrator