Opportunus Wealth Management DB

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

Active participants

1,404

Total plan assets

$69.9M

Filings (rows)

Direct comp

$77K

Indirect comp

Showing only "OPPORTUNUS WEALTH MANAGEMENT DB"

View all 3 variants aggregated →

OPPORTUNUS WEALTH MANAGEMENT11 OPPORTUNUS WEALTH MANAGEMENT DB5 OPPORTUNUS WEALTH MGT DBA RETIR3

SERVICES PROVIDED

Advisor / Consultant3

Other service providers2

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Pacific Coast Fruit Company PCF/RCT 401(k) Profit Sharing Plan · all filings	PORTLAND, OR	Advisor / Consultant	413	$22.3M	$20K	$0
Pacific Coast Fruit Company PCF/RCT 401(k) Profit Sharing Plan · all filings	PORTLAND, OR	Advisor / Consultant	414	$20.3M	$20K	$0
Pacific Coast Fruit Company PCF/RCT 401(k) Profit Sharing Plan · all filings	PORTLAND, OR	Advisor / Consultant	407	$18.1M	$20K	$0
Serendipity Center, Inc. Serendipity Center 403(b) Plan · all filings	PORTLAND, OR	Other service providers	87	$4.9M	$9K	$0
Serendipity Center, Inc. Serendipity Center 403(b) Plan · all filings	PORTLAND, OR	Other service providers	83	$4.3M	$8K	$0