How big is Alpha &Omega Insurance Services' plan?

Alpha &Omega Insurance Services' plan reported $1K in assets and 1 participants for 2025.

Original filing (PDF)20260505220411NAL0001636944087

Alpha &Omega Insurance Services

Name: Alpha &Omega Insurance Services — Alpha &Omega, Form 5500 (2025)
Creator: Alpha &Omega Insurance Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alpha &Omega Insurance Services 401(k) Plan

401(k) retirement plan · Alpha &Omega Insurance Services' Alpha &Omega Insurance Services 401(k) Plan held $1K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

Plan identifiers

Alpha &Omega Insurance Services' EIN is 33-2490527.

EIN 33-2490527

Plan number 001

Plan year 2025

ACK ID 20260505220411NAL0001636944087

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Alpha &Omega Insurance Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Alpha &Omega Insurance Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (94th percentile).

Plan sponsor

Name

ALPHA &OMEGA INSURANCE SERVICES

EIN

all filings

Address

700 E BUTTERFIELD RD · STE 300 · LOMBARD, IL · 601487701

Phone

(312) 804-6184

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator