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  1. Companies/
  2. OMEGA FINANCIAL CORP.
Sponsor portfolio

OMEGA FINANCIAL CORP.

EIN 05-0440313-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
5
100 MIDWAY ROAD, SUITE 19 - CRANSTON, RI 02920401-331-3330
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 3 part#001401k-$789K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • FINANCIAL CORP. 401(K) (#001)38%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • FINANCIAL CORP. 401(K) (#001)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OMEGA FINANCIAL CORP CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OMEGA FINANCIAL CORP. 401(K) PLAN

401k

Assets$789K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OMEGA FINANCIAL CORP CASH BALANCE PLANCashBalance$1.3M32024
001OMEGA FINANCIAL CORP. 401(K) PLAN401k$789K22024
Retirement plans
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