Omega Industries, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Omega Industries, Inc. · EIN 911633662 · Plan #001 · Vancouver, WA
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 127
- With balances
- 220
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stefanos Vertopoulos | Consulting (general) | $11,805 |
| Empower Advisory Group, Llc | Investment management | $0 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $2.5M | 127 | ack 20251223184748NAL0025849138001 |
| 01/01/2021 | $2.8M | 88 | ack 20251222135030NAL0022157778001 |
| 01/01/2020 | $2.6M | 84 | ack 20251222134907NAL0009756129001 |
| 01/01/2019 | $2.2M | 97 | ack 20251222134756NAL0022152594001 |
| 01/01/2018 | $1.9M | 103 | ack 20251222134649NAL0022150578001 |
| 01/01/2017 | $2.1M | 91 | ack 20251222133424NAL0014237248001 |
| 01/01/2016 | $1.8M | 81 | ack 20251222133110NAL0015588032001 |
| 01/01/2015 | $1.7M | 96 | ack 20251223184632NAL0006267379001 |