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Sponsor portfolio

OMTI INC.

EIN 68-0304172-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
17
3420 BRISTOL ST., SUITE 400 - COSTA MESA, CA 92626650-396-2105
Plans on this EIN
2 filings
#001401k-$1.1M - 10 part#002CashBalance-$383K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • OMTI INC. (#001)74%
  • OMTI PENSION (#002)26%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OMTI INC. (#001)10
  • OMTI PENSION (#002)7
Total 17Click 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#001

OMTI INC.

401k

Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

OMTI PENSION PLAN

CashBalance

Assets$383K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OMTI INC.401k$1.1M102025
002OMTI PENSION PLANCashBalance$383K72025
Retirement plans
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