Original filing (PDF)20250725121121NAL0005816177001

OMEGA RETIREMENT AND WEALTH MANAGEMENT

Name: OMEGA RETIREMENT AND WEALTH MANAGEMENT — OMEGA RETIREMENT AND WEALTH MANAGEMENT OFB BENEFIT PLAN, Form 5500 (2024)
Creator: OMEGA RETIREMENT AND WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

OMEGA RETIREMENT AND WEALTH MANAGEMENT OFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMEGA RETIREMENT AND WEALTH MANAGEMENT.

Plan sponsor

Name

OMEGA RETIREMENT AND WEALTH MANAGEMENT

EIN

99-0442423

Address

24657 SURREY CIRCLE · WESTLAKE, OH · 44145

Phone

(440) 666-2673

Industry

Finance & Insurancesee all

Plan administrator

Name

TREVOR KIRKPATRICK

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-02-01

Tax period

2024-12-31

Filed

2025-07-25

Welfare benefit codes

4A · Health (other than dental or vision)

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 providers

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