Alpha & Omega FIN. Mgmt. CONS., Inc. 401(k) Plan

The Alpha & Omega FIN. Mgmt. CONS., Inc. 401(k) on its latest Form 5500

Alpha & Omega FIN. Mgmt. CONS., Inc. (EIN 95-3222413) reports ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $10.2M in plan assets across 101 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Alpha & Omega FIN. Mgmt. CONS., Inc. filing — schedules, fees, and providers.

Who runs the Alpha & Omega FIN. Mgmt. CONS., Inc. 401(k)?

Alpha & Omega FIN. Mgmt. CONS., Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Alpha & Omega FIN. Mgmt. CONS., Inc.HR for the recordkeeper’s name and login.

How to check your Alpha & Omega FIN. Mgmt. CONS., Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Alpha & Omega FIN. Mgmt. CONS., Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).