Oportun, Inc.401(k)
OPORTUN 401(K) PLAN · SAN CARLOS, CA · plan year 2024
Oportun, Inc. reported $141,514 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.11% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,174th-largest of 9,483 plans among California employers on file, and the 1,146th of 4,798 in finance & insurance. active participation has shrunk from 1,368 to 708 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 203386325 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.