Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
OPPIDAN INVESTMENT COMPANY
EIN 41-1695649real estateLatest filing 2025
Plans
2
Retirement
2
$14.6M assets
Welfare
0
Participants
87
400 WATER STREET #200 - EXCELSIOR, MN 55331952-294-0353oppidan.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.6M assets / 87 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
OPPIDAN INVESTMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$11.7M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
OPPIDAN INVESTMENT COMPANY CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPPIDAN INVESTMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $11.7M | 47 | 2025 | |
| 002 | OPPIDAN INVESTMENT COMPANY CASH BALANCE PLAN | CashBalance | $2.9M | 40 | 2024 |
Retirement plans