Plan Snapshot
- Plan Sponsor: Omega Industries, INC.
- Sponsor EIN: 911633662
- Sponsor Address: 7720 NE HIGHWAY 99 # D241, VANCOUVER, WA, 986658858
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $2.5M
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 | 127 | $2.5M | $79,021 | $138,237 |
| 2023 | 117 | $2.8M | $73,798 | $129,090 |
| 2022 | 86 | $2.4M | $75,000 | $135,649 |
| 2021 | 88 | $2.8M | $0 | $0 |
| 2020 | 84 | $2.6M | $0 | $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 |
|---|---|---|---|---|
| STEFANOS VERTOPOULOS | CONSULTANT | $11,805 | — | $11,805 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,805
- Estimated Expense Ratio: 0.475% 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 | $4,911 | — | — | — | — |
| 2023 | $17,068 | $3,153 | — | — | — |
| 2022 | $15,696 | $3,370 | — | — | $12,326 |
| 2021 | $18,665 | $3,293 | — | — | — |
| 2020 | $13,313 | $2,558 | — | — | — |