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OM FINANCIAL GROUP, LLC

EIN 85-4382125-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
17
40 WATER STREET, SUITE L100 - BOSTON, MA 02109617-439-4389om-financial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.8M - 17 part

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Retirement#001

OM FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN

401k

Assets$2.8M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OM FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN401k$2.8M172025
Retirement plans
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