Opportunity Council's EIN is 91-0787820.
Download the official 2024 Form 5500 (PDF) for Opportunity Council from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Opportunity Council's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $62K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prudential Total Return Bond Z | Other securities | — | — | $4.1M | 20.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.0M | 19.5% | |
| MFS Research International R5 | Mutual Funds | — | — | $3.1M | 14.9% | |
| Standard Insurance Co. Standard Stable Asset Fund A | Common Stocks | — | — | $2.0M | 9.7% | |
| Fidelity Freedom 2055 130 * Fidelity Short Term Bond 233 MFS Growth R5 | Mutual Funds | — | — | $2.0M | 9.6% | |
| MFS Value R5 | Mutual Funds | — | — | $1.8M | 8.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.2M | 5.6% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $677K | 3.3% | |
| Neuberger Berman Mid Cap Growth R6 | Other securities | — | — | $631K | 3.1% | |
| T Rowe Price Balanced | Mutual Funds | — | — | $337K | 1.6% | |
| Calvert US Large Cap Core Responsible Index R6 | Other securities | — | — | $270K | 1.3% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $71K | 0.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $70K | 0.3% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $45K | 0.2% | |
| Federated Hermes International Equity | Other securities | — | — | $44K | 0.2% | |
| Voya Multi-Manager International SM CP I | Other securities | — | — | $41K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $40K | 0.2% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $31K | 0.2% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $26K | 0.1% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $23K | 0.1% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $16K | <0.1% | |
| PIMCO Income | Mutual Funds | — | — | $15K | <0.1% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | — | $15K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity FID Blue Chip GR | Mutual Funds | — | — | $14K | <0.1% | |
| Fidelity Growth Company | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Contrafund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity FID Asset MGR 50% 823 * Fidelity FID Asset MGR 70% | Mutual Funds | — | — | $6K | <0.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $5K | <0.1% | |
| Calvert Growth Allocation Fund I | Other securities | — | — | $4K | <0.1% | |
| Fidelity Magellan | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity FID Govt Cash Reserve | Mutual Funds | — | — | $3K | <0.1% | |
| Calvert Moderate Allocation Fund Class I | Other securities | — | — | $3K | <0.1% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity FID Ret Govt Money Market | Mutual Funds | — | — | $3K | <0.1% | |
| Calvert Conservative Allocation Fund Class I | Other securities | — | — | $3K | <0.1% | |
| Fidelity FID Pacific Basin 186 * Fidelity FID Balanced | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Growth & Income | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity FID OTC Portfolio 923 * Fidelity FID Overseas | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity FID 500 Index | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
