Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OPPORTUNITIES FOR INCLUSION, INC.
EIN 04-2441728non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
147
56 CHESTNUT ST - WALTHAM, MA 024534433781-899-1344oppsforinclusion.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 147 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF OPPORTUNITIES FOR INCLUSION, INC.
401k
Assets$984K
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
403(B) THRIFT PLAN FOR EMPLOYEES OF OPPORTUNITIES FOR INCLUSION, INC.
401k
Assets$947K
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF OPPORTUNITIES FOR INCLUSION, INC. | 401k | $984K | 63 | 2025 | |
| 002 | 403(B) THRIFT PLAN FOR EMPLOYEES OF OPPORTUNITIES FOR INCLUSION, INC. | 401k | $947K | 84 | 2025 |
Retirement plans