Back to filter
Original filing (PDF)20251014124720NAL0002941377001
OMEGA TECHNOLOGIES, INC.
Form 5500-SF
FILING_RECEIVED
OMEGA TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
14
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMEGA TECHNOLOGIES, INC..
Plan sponsor
Name
OMEGA TECHNOLOGIES, INC.
EIN
77-0008088
Address
31125 VIA COLINAS, SUITE 905 · WESTLAKE VILLAGE, CA · 93162
Phone
(818) 264-7970
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
JENSEN GLOBAL, INC.
JENSEN GLOBAL, INC. 401(K) PROFIT SHARING PLAN
$2.2M · 11 participants
SUNFLOWER ELECTRIC SUPPLY OF HUTCHINSON INC
SUNFLOWER ELECTRIC SUPPLY OF HUTCHINSON INC 401(K) PLAN
$2.2M · 16 participants
NEW TRENT INC
NEW TRENT INC. DEFINED BENEFIT PLAN
$2.2M · 2 participants
DATASTRAIT NETWORKS INC
DATASTRAIT NETWORKS INC 401(K) PROFIT SHARING PLAN AND TRUST
$2.2M · 10 participants
RATHSBURG ASSOCIATES, INC.
RATHSBURG ASSOCIATES EMPLOYEES' RETIREMENT SAVINGS PLAN
$2.2M · 18 participants
MAG-TROL, INC
MAG-TROL INC. RETIREMENT PLAN
$2.2M · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B