Plan Ledger DOL Form 5500 · updated monthly

Opus Holding, L.L.C.401(k)

OPUS RETIREMENT SAVINGS PLAN · MINNETONKA, MN · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Opus Holding, L.L.C. reported $49,649 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,474 per active participant. 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 fell from 0.07% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 291st-largest of 1,918 plans among Minnesota employers on file, and the 135th of 2,096 in real estate & leasing. In 2024, employees put in $2.52 for every $1.00 the employer contributed; active participation has shrunk from 386 to 282 since 2022.

Plan summary
Net assets, end of year$94,647,263
Participants with balances450
Active participants282
Employer contributions$1,543,761
Employee contributions$3,884,778
Employer contribution per active participant$5,474
Average account balance$210,327
Benefits paid to participants$10,323,368
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$94.6M · 450 accts · $1.5M emplr
2023$85.9M · 514 accts · $1.7M emplr
2022$74.6M · 526 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,649
Total administrative$49,649
The Opus Holding, L.L.C. 401(k) match · 2024
Employer contribution per active participant$5,474
Median for plans this size$3,635
2024$5,474 per active participant
2023$5,533 per active participant
2022$3,835 per active participant

Opus Holding, L.L.C.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$49,649

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$49,649 · 0.05%
2023$55,159 · 0.07%
2022$55,682 · 0.07%
Same employer
Similar plansReal Estate & Leasing · Minnesota
Homeservices of America, Inc MN$790.9M · 0.03%
Agiliti Health, Inc. MN$353.2M · 0.19%
Kraus-Anderson, Incorporated MN$121.5M · 0.00%
McNeilus Steel, Inc. MN$108.6M · 0.16%
Great Clips, Inc. MN$55.7M · 0.20%
Csm Corporation MN$39.9M · 0.38%
Smarte Carte, Inc. MN$30.2M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264189071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.