Opus Ivs 401(k) Profit Sharing Plan
Sponsored by Opus Ivs, Inc. · EIN 272858452 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 278
- With balances
- 347
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M Holdings Securities Inc | Investment advisory (plan) | $40,079 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $8,613 |