Opus Solutions, Llc 401(k) Retirement Plan
Sponsored by Opus Solutions, Llc · EIN 931262577 · Plan #001
- Total assets
- $36.1M
- Net assets
- $36.1M
- Active participants
- 424
- With balances
- 623
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vista Capital Partners, Inc. CRD 114913 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retriment Plan Service Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $53,134 |
| Hyas Group, Llc | Investment management, Direct payment from the plan | $46,797 |
| Vista Capital Partners Inc | Investment advisory (participants), Direct payment from the plan | $7,439 |
| Charles Schwab &Co, Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $135 |