Assets by plan
Share of aggregate retirement assets
94%top
Sponsor portfolio
OMLI, LLC
EIN 83-4515496Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
18
6900 JERICHO TURNPIKE, SUITE 103E - SYOSSET, NY 11791860-604-3337
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OMLI, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
OMLI, LLC PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$133K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OMLI, LLC CASH BALANCE PLAN & TRUST | CashBalance | $2.0M | 9 | 2024 | |
| 003 | OMLI, LLC PROFIT SHARING PLAN & TRUST | ProfitSharing | $133K | 9 | 2024 |
Retirement plans