# Blu Omega 401(k) Plan
Source: https://planprovider.pro/companies/blu-omega-401k-plan

> Blu Omega's 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — SERVICE PROVIDER

- [BETHKE CPA, LLC](https://planprovider.pro/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|—|—|—|—|—|

## Similar Plans

- [Zel Technologies, LLC](https://planprovider.pro/companies/zel-technologies-llc-401k-plan) — 163 participants

- [Ridgeline International](https://planprovider.pro/companies/ridgeline-international-401k-plan) — 161 participants

- [Dss Sustainable Solutions Usa, INC.](https://planprovider.pro/companies/dss-sustainable-solutions-usa-inc-401k-plan) — 160 participants

- [Yes& Holdings LLC](https://planprovider.pro/companies/yes-holdings-llc-401k-plan) — 164 participants

- [Black Cape, INC.](https://planprovider.pro/companies/black-cape-inc-401k-plan) — 160 participants

- [Global Resource Solutions INC.](https://planprovider.pro/companies/global-resource-solutions-inc-401k-plan) — 159 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/blu-omega-401k-plan)

© 2026 PlanProvider.Pro