Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
LIVING OPPORTUNITIES INC
EIN 93-0640525non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$288K assets
Welfare
0
Participants
148
PO BOX 1105 - MEDFORD, OR 97501541-772-1503livingopps.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $288K assets / 148 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
LIVING OPPS - MEDFORD 403(B) PLAN
403b
Assets$221K
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LIVING OPPS - ASHLAND 403(B) PLAN
403b
Assets$67K
Participants68
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 | LIVING OPPS - MEDFORD 403(B) PLAN | 403b | $221K | 80 | 2025 | |
| 002 | LIVING OPPS - ASHLAND 403(B) PLAN | 403b | $67K | 68 | 2024 |
Retirement plans