How big is OM Financial Group, LLC's plan?

OM Financial Group, LLC's plan reported $2.8M in assets and 16 participants for 2025.

Original filing (PDF)20260220070532NAL0009827457002

OM Financial Group, LLC

Name: OM Financial Group, LLC — OM Financial Group, LLC, Form 5500 (2025)
Creator: OM Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OM Financial Group, LLC 401(k) Retirement Plan

401(k) retirement plan · OM Financial Group, LLC's OM Financial Group, LLC 401(k) Retirement Plan held $2.8M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

OM Financial Group, LLC's EIN is 85-4382125.

EIN 85-4382125

Plan number 001

Plan year 2025

ACK ID 20260220070532NAL0009827457002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OM Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

OM Financial Group, 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 OM FINANCIAL GROUP, 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