How big is OMS Associates, PC's plan?

OMS Associates, PC's plan reported $2.8M in assets and 6 participants for 2024.

Original filing (PDF)20250821130835NAL0007389248001

OMS Associates, PC

Name: OMS Associates, PC — OMS Associates, PC 401(k), Form 5500 (2024)
Creator: OMS Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OMS Associates, PC 401(k) Profit Sharing Plan

401(k) retirement plan · OMS Associates, PC's OMS Associates, PC 401(k) Profit Sharing Plan held $2.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Meggan Major for TRPC signed OMS Associates, PC's 2024 Form 5500 as plan administrator.

Meggan Major for TRPC — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OMS Associates, PC's EIN is 06-1187556.

EIN 06-1187556

Plan number 001

Plan year 2024

ACK ID 20250821130835NAL0007389248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OMS Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OMS Associates, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OMS ASSOCIATES, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

OMS ASSOCIATES, PC

EIN

all filings

Address

391 MAIN STREET · BRISTOL, CT · 06010

Phone

(860) 489-1994

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator