# Omega Enterprises, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/omega-enterprises-inc-391285453-501

> Omega Enterprises, INC.'s Health & Welfare plan: 147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Omega Enterprises, INC.

- **Sponsor EIN:** 391285453

- **Sponsor Address:** P.O. BOX 7000, KAUKAUNA, WI, 541307000

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 147

- **Total Assets:** $948,725

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|147|$948,725|$3.3M|$0|

| 2023|130|$497,635|$3.1M|$0|

| 2022|113|$292,817|$2.3M|$0|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$3,081|—|—|—|—|

| 2023|$2,943,978|—|—|—|—|

| 2022|$2,666,415|—|—|—|—|

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