How big is Omni Strategy, LLC's plan?

Omni Strategy, LLC's plan reported $4.5M in assets and 82 participants for 2024.

Original filing (PDF)20251009124711NAL0003919299001

Omni Strategy, LLC

Name: Omni Strategy, LLC — Omni Strategy, LLC 401(k) Plan, Form 5500 (2024)
Creator: Omni Strategy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Omni Strategy, LLC 401(k) Plan

401(k) retirement plan · Omni Strategy, LLC's Omni Strategy, LLC 401(k) Plan held $4.5M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Omni Strategy, LLC's EIN is 27-1439245.

EIN 27-1439245

Plan number 001

Plan year 2024

ACK ID 20251009124711NAL0003919299001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Omni Strategy, 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 OMNI STRATEGY, LLC.

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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