Plan Snapshot
- Plan Sponsor: Omnigo Software, LLC
- Sponsor EIN: 431507250
- Sponsor Address: 6860 DALLAS PARKWAY SUITE 200, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $9.0M
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 | 110 | $9.0M | $296,813 | $790,464 |
| 2023 | 138 | $7.7M | $308,686 | $818,497 |
| 2022 | 142 | $6.0M | $431,311 | $805,505 |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY, P.C. — Auditor
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 | $12,877 | — | $12,877 | — | — |
| 2023 | $22,859 | — | $22,859 | — | — |
| 2022 | $5,145 | — | $5,145 | — | — |