# Omega Therapeutics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/omega-therapeutics-inc-401k-plan

> Omega Therapeutics, INC.'s 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 813247585

- **Sponsor Address:** 140 FIRST STREET, SUITE 501, CAMBRIDGE, MA, 02141

- **Plan Type:** 401(k)

- **Total Participants:** 41

- **Total Assets:** $11.8M

## 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|41|$11.8M|$476,730|$1.4M|

| 2023|91|$9.9M|$866,910|$2.0M|

| 2022|116|$4.7M|$319,654|$1.5M|

## 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|

| ICAPITAL, LLC|PLAN SPONSOR|$7,306|—|$7,306|

| LEE & CROWLEY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEE & CROWLEY, LLC](https://planprovider.pro/provider/lee-and-crowley-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,306

- **Estimated Expense Ratio:** 0.062% 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|$11,433|—|—|—|—|

| 2023|$538|—|—|—|—|

| 2022|$240,663|—|$860|—|—|

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