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Original filing (PDF)20251013123310NAL0002810626001
OPUS SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
OPUS SOLUTIONS, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
424
Accounts w/ balance
623
Plan assets (EOY)
$36.1M
Net assets (EOY)
$36.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPUS SOLUTIONS, LLC.
Plan sponsor
Name
OPUS SOLUTIONS, LLC
EIN
93-1262577
Address
9000 SOUTHWEST NIMBUS AVENUE · BEAVERTON, OR · 97008
Phone
(971) 223-1174
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PERKINS & COMPANY, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETRIMENT PLAN SERVICE INC | 34-1479833 | — | NONE | $53K | — |
| HYAS GROUP, LLC | 26-2924761 | — | NONE | $47K | — |
| VISTA CAPITAL PARTNERS INC | 93-1307808 | — | NONE | $7K | — |
| CHARLES SCHWAB &CO, INC | 94-1737782 | — | NONE | $135 | — |
Investments
14 direct securities · 13 pooled funds· $36.1M(100% of reported assets)
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.
Common Collective Trust
$25.5M
13 holdings
Uncategorized
$10.6M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $1.2M | 3.5% | |
| Fidelity Large Cap Value Index Mutual fund a | — | — | — | $1.1M | 2.9% | |
| Personal Choice Retirement Account Self-directed brokerage account a | — | — | — | $937K | 2.6% | |
| Mfs Intl Diversification Cl R6 Mutual fund a | — | — | — | $633K | 1.8% | |
| Fidelity Mid Cap Index Mutual fund a | — | — | — | $608K | 1.7% | |
| Fidelity Small Cap Index Mutual fund a | — | — | — | $566K | 1.6% | |
| Sterling Capital Ttl Return Bd Mutual fund a | — | — | — | $516K | 1.4% | |
| Mfs Mid Cap Value R6 Mutual fund a | — | — | — | $478K | 1.3% | |
| Fidelity Total Intern Index Mutual fund a | — | — | — | $309K | 0.9% | |
| Blackrock High Yield Bond K Mutual fund a | — | — | — | $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 | — | — | — | $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 | — | — | — | $254K | 0.7% | |
| Participant Loans 4.25% - 9.50% - | — | — | — | $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% |
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