Retirement plan

OPUS POS (CA), INC. RETIREMENT PLAN

Name: OPUS POS (CA), INC. - OPUS POS (CA), INC. RETIREMENT PLAN (2025) Form 5500
Creator: OPUS POS (CA), INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OPUS POS (CA), INC. RETIREMENT PLAN, OPUS POS (CA), INC.

OPUS POS (CA), INC.EIN 20-5014876Plan #001PY 2025

3191 W. TEMPLE AVE. #100 - POMONA, CA 91768909-598-3600LinkedIn1-10 employeescomputer software

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

+28.9% from 2024

Total participants

+14.3% from 2024

Average account balance

$232,108

+12.8% from 2024

Annual return

20.52%

+3.18 pp from 2024

Benchmarks

See 4,952 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort4,952 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.86M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$232K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.52%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2D2E2J2R3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$232,108

$254,759-8.9%

$216,567+7.2%

$198,609+16.9%

Participation rate

100.0%

84.5%+15.5pp

81.6%+18.4pp

82.4%+17.6pp

Annual return

20.52%

10.04%+10.5pp

12.94%+7.6pp

202.70%-182.2pp

Employer contribution / active EE

$4,356

$6,096-28.6%

$5,216-16.5%

$5,055-13.8%

Participant deferral / active EE

$10,688

$6,948+53.8%

$6,191+72.6%

$6,977+53.2%

Admin fee / account holder

$26,311-100.0%

$21,981-100.0%

$19,030-100.0%

OPUS POS (CA), INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

OPUS POS (CA), INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion