AUMdb

Omega Construction, Inc. 401(k) Plan

Sponsored by Omega Construction, Inc. · EIN 561087591 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
135
With balances
140

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Aprio Wealth Management, Llc CRD 127333 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $25,730
Aprio Wealth Management Llc Investment advisory (plan) $23,952
Empower Advisory Group, Llc Investment management $5,392
Aprio Benefit Advisors, Llc Contract administrator $2,050