Lauren Smith signed OPUS Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OPUS Solutions, LLC's EIN is 93-1262577.
Download the official 2024 Form 5500 (PDF) for OPUS Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OPUS Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VISTA CAPITAL PARTNERS INC | 93-1307808 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETRIMENT PLAN SERVICE INC | 34-1479833 | — | NONE | $53K | — |
| HYAS GROUP, LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $6.6M | 18.2% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $4.6M | 12.6% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $3.3M | 9.3% | |
| Fidelity 500 Index Mutual fund a | Common Collective Trusts | — | — | $3.3M | 9.0% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $2.9M | 8.1% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $2.6M | 7.1% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $2.0M | 5.7% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $1.5M | 4.2% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $1.3M | 3.6% | |
| Fidelity Large Cap Growth Idx Mutual fund a | Common Collective Trusts | — | — | $1.2M | 3.5% | |
| Fidelity Large Cap Value Index Mutual fund a | Mutual Funds | — | — | $1.1M | 2.9% | |
| Personal Choice Retirement Account Self-directed brokerage account a | Self-Directed Brokerage | — | — | $937K | 2.6% | |
| Mfs Intl Diversification Cl R6 Mutual fund a | Mutual Funds | — | — | $633K | 1.8% | |
| Fidelity Mid Cap Index Mutual fund a | Mutual Funds | — | — | $608K | 1.7% | |
| Fidelity Small Cap Index Mutual fund a | Mutual Funds | — | — | $566K | 1.6% | |
| Sterling Capital Ttl Return Bd Mutual fund a | Other securities | — | — | $516K | 1.4% | |
| Mfs Mid Cap Value R6 Mutual fund a | Mutual Funds | — | — | $478K | 1.3% | |
| Fidelity Total Intern Index Mutual fund a | Mutual Funds | — | — | $309K | 0.9% | |
| Blackrock High Yield Bond K Mutual fund a | Other securities | — | — | $291K | 0.8% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $282K | 0.8% | |
| Mfs Mid Cap Growth Fund R6 Mutual fund a | Mutual Funds | — | — | $262K | 0.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $262K | 0.7% | |
| Fidelity Us Bond Index Mutual fund a | Mutual Funds | — | — | $254K | 0.7% | |
| Participant Loans 4.25% - 9.50% - | Bonds / Notes | — | — | $187K | 0.5% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $117K | 0.3% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $14K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-2924761 |
| — |
| NONE |
| $47K |
| — |
| CHARLES SCHWAB &CO, INC | 94-1737782 | — | NONE | $135 | — |
