Omega Pensions Inc.
other8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2946 of mapped providers
Assets under administration$98M0.0%Market share · rank #6536
Fees received$60,340Median $9,092/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Omega Pensions Inc. plan look like?
Service mix · median fees per plan
Count of plans where Omega Pensions Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the planCode 15 | 2 | $21,078 | |
Contract AdministratorCode 13 | 1 | $8,000 | |
Other feesCode 99 | 1 | $10,184 |
Competitor overlap
Percent of Omega Pensions Inc.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Omega Pensions Inc..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Omega Pensions Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
HOLDEN ARBORETUMOH · 340750346-002 | (new plan) | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FULLSTEAM PERSONNEL LLCAL · 384080805-001 | $62M | 1,785 | $10,184 | 2y | 2 |
DWORKEN AND BERNSTEIN CO., LPAOH · 341082604-001 | $21M | 86 | $8,000 | 10y | - |
NATIONAL HEALTHCARE SOLUTIONS, ITX · 202063316-001 | $12M | 332 | $39,531 | 6y | - |
NEW AVENUES TO INDEPENDENCE, INC.OH · 340871661-001 | $2M | 368 | $2,625 | 4y | 1 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into Omega Pensions Inc..
- FULLER WEALTH MANAGEMENT, LLC
- FULLER WEALTH MGMNT.,LLC
- FULLSTEAM PERSONNEL, LLC
- OMEGA PENSIONS INC
- OMEGA PENSIONS INC.
- OMEGA PENSIONS, INC
- OMEGA PENSIONS, INC.
- THE OMEGA PENSION GROUP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Omega Pensions Inc.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 25.00% | 1.76% | +23.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Omega Pensions Inc.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Omega Pensions Inc.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| MAI Capital Management, LLC | 1 | 25.0% |
| Mesirow Financial | 1 | 25.0% |
| NFP | 1 | 25.0% |