AUMdb

Omega Morgan Holdings Inc. 401(k) Savings Plan

Sponsored by Omega Morgan Holdings Inc. · EIN 453766278 · Plan #001

Total assets
$20.6M
Net assets
$20.6M
Active participants
307
With balances
381

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Deschutes Investment Consulting Recordkeeping, Trustee (institutional), Other services $20,085
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $18,347
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0