# Omega Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/omega-industries-inc-401k-plan-001-3662

> Omega Industries, INC.'s 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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