Plan Ledger DOL Form 5500 · updated monthly

Opus Solutions, LLC401(k)

OPUS SOLUTIONS, LLC 401(K) RETIREMENT PLAN · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Opus Solutions, LLC reported $107,370 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $1,710 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 0.37% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 245th-largest of 1,021 plans among Oregon employers on file, and the 3,588th of 11,654 in professional & technical services. In 2024, employees put in $4.79 for every $1.00 the employer contributed; active participation has shrunk from 498 to 424 since 2022.

Plan summary
Net assets, end of year$36,093,715
Participants with balances623
Active participants424
Employer contributions$725,191
Employee contributions$3,475,828
Employer contribution per active participant$1,710
Average account balance$57,935
Benefits paid to participants$3,229,083
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, P.C
Plan history3
Yearassets · accounts · employer contribution
2024$36.1M · 623 accts · $725K emplr
2023$30.6M · 483 accts · $848K emplr
2022$22.5M · 462 accts · $680K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,134
Investment management$54,236
Total administrative$107,370
The Opus Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$1,710
Median for plans this size$2,416
2024$1,710 per active participant
2023$1,825 per active participant
2022$1,366 per active participant

Opus Solutions, LLC's 2024 employer contribution ran below the $2,416 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 · 20244
SCHWAB RETRIMENT PLAN SERVICE INC · Recordkeeping$53,134
HYAS GROUP, LLC · Investment management$46,797
VISTA CAPITAL PARTNERS INC · Investment advisory (participants)$7,439
CHARLES SCHWAB &CO, INC · Securities brokerage$135

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$107,370 · 0.32%
2023$97,775 · 0.37%
2022$86,982 · 0.37%
Same employer
Similar plansProfessional & Technical Services · Oregon
Cascade Energy, Inc. OR$43.3M · 0.01%
Oregon Research Institute OR$42.3M · 0.20%
Delap LLP OR$36.7M · 0.22%
Dks Associates OR$32.2M · 0.19%
Galois, Inc. OR$30.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931262577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.