Jennifer Carreon-Montes signed Omega Systems Consultants, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Omega Systems Consultants, LLC's EIN is 20-5791145.
Download the official 2024 Form 5500 (PDF) for Omega Systems Consultants, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Omega Systems Consultants, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $1.3M | 16.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $1.2M | 15.4% | |
| ISHARES RUSS SM/MD-CP IDX K FD | Common Collective Trusts | — | $0 | $814K | 10.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $802K | 9.9% | |
| MFS INTERNTL EQUITY R6 FUND | Mutual Funds | — | $0 | $705K | 8.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $529K | 6.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $495K | 6.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $389K | 4.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $350K | 4.3% | |
| NEUB BERM LG CP VAL R6 FD | Other securities | — | $0 | $349K | 4.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $341K | 4.2% | |
| ISHARES S&P 500 INDEX K FUND | Common Collective Trusts | — | $0 | $134K | 1.7% | |
| PIMCO INCOME INSTITUTIONAL FD | Mutual Funds | — | $0 | $131K | 1.6% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | $0 | $100K | 1.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z | Common Collective Trusts | — | $0 | $90K | 1.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $80K | 1.0% | |
| COHEN & STEERS I REALTY SH FD | Other securities | — | $0 | $67K | 0.8% | |
| DFA US SMALL CAP I FUND | Mutual Funds | — | $0 | $56K | 0.7% | |
| DFA INTL CORE EQUITY I FD | Mutual Funds | — | $0 | $50K | 0.6% | |
| BLACKROCK CORE BOND K FUND | Other securities | — | $0 | $31K | 0.4% | |
| BAIRD SHORT TERM BOND INST FD | Other securities | — | $0 | $10K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $493 | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP SECURITIES LLC | 83-0951655 | — | INVESTMENT ADVISORY | $5K | — |
