Plan Snapshot
- Plan Sponsor: Omada International, LLC
- Sponsor EIN: 464074719
- Sponsor Address: 14513 32ND STREET EAST, SUMNER, WA, 98390
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 133 | $9.4M | $189,257 | $361,176 |
| 2023 | 97 | $8.6M | $155,090 | $363,774 |
| 2022 | 87 | $7.6M | $186,968 | $367,232 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $32,273 | — | $32,273 |
| USI ADVISORS INC | ADVISOR | $29,662 | — | $29,662 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,935
- Estimated Expense Ratio: 0.657% 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 | $61,935 | $29,662 | — | — | — |
| 2023 | $53,449 | $26,613 | — | — | — |
| 2022 | $60,964 | — | — | — | — |