How big is Omega Wealth Management, LLC's plan?

Omega Wealth Management, LLC's plan reported $826K in assets and 7 participants for 2024.

Original filing (PDF)20250424083716NAL0015897954001

Omega Wealth Management, LLC

Name: Omega Wealth Management, LLC — Omega Wealth, Form 5500 (2024)
Creator: Omega Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Omega Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Omega Wealth Management, LLC's Omega Wealth Management, LLC 401(k) Plan held $826K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$826K

Net assets (EOY)

$826K

Plan identifiers

Omega Wealth Management, LLC's EIN is 26-3765656.

EIN 26-3765656

Plan number 001

Plan year 2024

ACK ID 20250424083716NAL0015897954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Omega Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Omega Wealth Management, LLC'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 OMEGA WEALTH MANAGEMENT, LLC.

Finding similar companies…

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 (86th percentile).

Plan sponsor

Name

OMEGA WEALTH MANAGEMENT, LLC

EIN

all filings

Address

4501 N FAIRFAX DR SUITE 602 · ARLINGTON, VA · 22203

Phone

(703) 387-0919

Industry

Finance & Insurance

Plan administrator