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  2. OMEGA OVERSEAS INVESTMENTS, INC.
Sponsor portfolio

OMEGA OVERSEAS INVESTMENTS, INC.

EIN 66-0647728-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
13
8456 SW MAPLERIDGE DR - PORTLAND, OR 97225787-250-0033
Plans on this EIN
2 filings
#002401k-$1.3M - 3 part#003ProfitSharing-$203K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • INC. 401K PLAN (#002)87%
  • & RETIREMENT PLAN (#003)13%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#003)10
  • INC. 401K PLAN (#002)3
Total 13Click 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 OVERSEAS INVESTMENTS, INC. 401K PLAN

401k

Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

OMEGA OVERSEAS SAVINGS & RETIREMENT PLAN

ProfitSharing

Assets$203K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OMEGA OVERSEAS INVESTMENTS, INC. 401K PLAN401k$1.3M32024
003OMEGA OVERSEAS SAVINGS & RETIREMENT PLANProfitSharing$203K102024
Retirement plans
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