How big is Omega Retirement and Wealth Management's plan?

Omega Retirement and Wealth Management's plan reported $5 in assets and 2 participants for 2024.

Original filing (PDF)20250725121121NAL0005816177001

Omega Retirement and Wealth Management

Name: Omega Retirement and Wealth Management — Form 5500 Plan 501 (2024)
Creator: Omega Retirement and Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Omega Retirement and Wealth Management OFB Benefit Plan

Health & welfare plan · Omega Retirement and Wealth Management's Omega Retirement and Wealth Management OFB Benefit Plan held $5 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Trevor Kirkpatrick signed Omega Retirement and Wealth Management's 2024 Form 5500 as plan administrator.

Trevor Kirkpatrick — 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

Omega Retirement and Wealth Management's EIN is 99-0442423.

EIN 99-0442423

Plan number 501

Plan year 2024

ACK ID 20250725121121NAL0005816177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Omega Retirement and Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Omega Retirement and Wealth Management's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OMEGA RETIREMENT AND WEALTH MANAGEMENT.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score