Plan Snapshot
- Plan Sponsor: Blu Omega
- Sponsor EIN: 364896999
- Sponsor Address: 23244 MORNING WALK DR, ASHBURN, VA, 20148
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 162 | $3.9M | $361,262 | $990,018 |
| 2023 | 130 | $2.3M | $204,315 | $538,697 |
| 2022 | 64 | $620,100 | $136,198 | $264,371 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $21,087 | — | $21,087 |
| ONEDIGITAL INVESTMENT ADVISORS | SERVICE PROVIDER | — | $9,156 | $9,156 |
| BETHKE CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — SERVICE PROVIDER
- BETHKE CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,243
- Estimated Expense Ratio: 0.780% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $21,086 | — | $21,086 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |