Original filing (PDF)20251014214751NAL0001854787001

ALPHA & OMEGA FIN. MGMT. CONS., INC

Name: ALPHA & OMEGA FIN. MGMT. CONS., INC — ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. INCENTIVE SAVINGS PLAN, Form 5500 (2024)
Creator: ALPHA & OMEGA FIN. MGMT. CONS., INC

Form 5500-SF

FILING_RECEIVED

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. INCENTIVE SAVINGS PLAN

401(k) retirement plan

Active participants

101

Accounts w/ balance

120

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA & OMEGA FIN. MGMT. CONS., INC.

Plan sponsor

Name

ALPHA & OMEGA FIN. MGMT. CONS., INC

EIN

95-3222413

Address

8580 LA MESA BLVD., SUITE 100 · LA MESA, CA · 919429539

Phone

(619) 462-7812

Industry

Finance & Insurancesee 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

2F · ERISA section 404(c)

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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