OPPORTUNUS WEALTH
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
18
Active participants
11,145
Total plan assets
$499.0M
Filings (rows)
18
Direct comp
$337K
Indirect comp
$317K
Aggregating 3 name variants under "OPPORTUNUS WEALTH"
SERVICES PROVIDED
Advisor / Consultant12
Other6
Top plans served
All 18 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| XENIUM RESOURCES, INC. XENIUM 401(K) RETIREMENT SAVINGS PLAN | TUALATIN, OR | Advisor / Consultant INVESTMENT ADVISORY | 3,063 | $131.5M | $0 |
| XENIUM RESOURCES, INC. XENIUM 401(K) RETIREMENT SAVINGS PLAN | TUALATIN, OR | Advisor / Consultant INVESTMENT ADVISORY | 2,541 | $118.0M | $0 |
| XENIUM RESOURCES, INC. XENIUM 401(K) RETIREMENT SAVINGS PLAN | TUALATIN, OR | Advisor / Consultant INVESTMENT ADVISORY | 2,270 | $94.1M | $0 |
| PACIFIC COAST FRUIT COMPANY PCF/RCT 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 413 | $22.3M | $20K |
| PACIFIC COAST FRUIT COMPANY PCF/RCT 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 414 | $20.3M | $20K |
| KESTREL ENGINEERING GROUP, INC. KESTREL ENGINEERING GROUP PLAN | VANCOUVER, WA | Advisor / Consultant INVESTMENT ADVISOR | 134 | $18.2M | $45K |
| PACIFIC COAST FRUIT COMPANY PCF/RCT 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 407 | $18.1M | $20K |
| KESTREL ENGINEERING GROUP, INC. KESTREL ENGINEERING GROUP PLAN | VANCOUVER, WA | Advisor / Consultant INVESTMENT ADVISOR | 123 | $15.3M | $38K |
| KESTREL ENGINEERING GROUP, INC. KESTREL ENGINEERING GROUP PLAN | VANCOUVER, WA | Advisor / Consultant INVESTMENT ADVISOR | 113 | $11.1M | $35K |
| TOKYO OHKA KOGYO AMERICA, INC. TOK AMERICA 401(K) SAVINGS PLAN | HILLSBORO, OR | Advisor / Consultant ADVISOR | 124 | $10.8M | $24K |
| TOKYO OHKA KOGYO AMERICA, INC. TOK AMERICA 401(K) SAVINGS PLAN | HILLSBORO, OR | Advisor / Consultant ADVISOR | 135 | $9.6M | $21K |
| TOKYO OHKA KOGYO AMERICA, INC. TOK AMERICA 401(K) SAVINGS PLAN | HILLSBORO, OR | Advisor / Consultant ADVISOR | 133 | $7.9M | $23K |
| ADVOCATES FOR LIFE SKILLS AND OP ALSO 401(K) PLAN | PORTLAND, OR | Other INVESTMENT/FINANCIAL ADVI | 555 | $5.0M | $19K |
| SERENDIPITY CENTER, INC. SERENDIPITY CENTER 403(B) PLAN | PORTLAND, OR | Other NONE | 87 | $4.9M | $9K |
| SERENDIPITY CENTER, INC. SERENDIPITY CENTER 403(B) PLAN | PORTLAND, OR | Other NONE | 83 | $4.3M | $8K |
| ADVOCATES FOR LIFE SKILLS AND OP ALSO 401(K) PLAN | PORTLAND, OR | Other INVESTMENT/FINANCIAL ADVI | 286 | $4.2M | $15K |
| ADVOCATES FOR LIFE SKILLS AND OP ALSO 401(K) PLAN | PORTLAND, OR | Other INVESTMENT/FINANCIAL ADVI | 264 | $3.3M | $13K |
| RUBY RECEPTIONISTS, INC. RUBY RECEPTIONISTS 401(K) PLAN | PORTLAND, OR | Other NONE | 0 | $0 | $29K |