How big is Omada Wealth Management's plan?

Omada Wealth Management's plan reported $140K in assets and 5 participants for 2023.

Original filing (PDF)20241001071209NAL0003112739001

Omada Wealth Management

Name: Omada Wealth Management — Omada Wealth Management, Form 5500 (2023)
Creator: Omada Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Omada Wealth Management 401(k) Plan

401(k) retirement plan · Omada Wealth Management's Omada Wealth Management 401(k) Plan held $140K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

People on this filing

Chase Chaldekas signed Omada Wealth Management's 2023 Form 5500 as plan administrator.

Chase Chaldekas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Omada Wealth Management's EIN is 86-1543684.

EIN 86-1543684

Plan number 001

Plan year 2023

ACK ID 20241001071209NAL0003112739001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Omada Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Omada Wealth Management'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 OMADA WEALTH MANAGEMENT.

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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