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Original filing (PDF)20250908104103NAL0019238465001
OMNI SERVICES, INC.
Form 5500
FILING_RECEIVED
OMNI SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
168
Accounts w/ balance
180
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMNI SERVICES, INC..
Plan sponsor
Name
OMNI SERVICES, INC.
EIN
04-2580966
Address
12 EAST WORCESTER ST. · WORCESTER, MA · 01604
Phone
(508) 799-2746
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $36K | — |
Investments
32 direct securities· $15.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement R6 Fund " | — | — | — | $1.8M | 11.6% | |
| American Funds 2035 Target Date Retirement R6 Fund " | — | — | — | $1.5M | 9.7% | |
| American Funds 2040 Target Date Retirement R6 Fund " | — | — | — | $1.2M | 7.7% | |
| American Funds 2045 Target Date Retirement R6 Fund " | — | — | — | $1.2M | 7.5% | |
| MFS Growth R6 Fund " | — | — | — | $1.1M | 6.9% | |
| American Funds 2025 Target Date Retirement R6 Fund " | — | — | — | $975K | 6.2% | |
| American Funds 2050 Target Date Retirement R6 Fund " | — | — | — | $881K | 5.6% | |
| BlackRock Global Allocation Fund, Inc. Institutional " | — | — | — | $617K | 3.9% | |
| JPMorgan U.S. Research Enhanced Equity R6 Fund " | — | — | — | $606K | 3.8% | |
| Columbia Dividend Income Fund " | — | — | — | $596K | 3.8% | |
| American Funds 2015 Target Date Retirement R6 Fund " | — | — | — | $577K | 3.7% | |
| American Funds 2055 Target Date Retirement R6 Fund " | — | — | — | $419K | 2.7% | |
| American Funds American Balanced R6 Fund " | — | — | — | $417K | 2.6% | |
| Fidelity Government Money Market Fund " | — | — | — | $373K | 2.4% | |
| Fidelity 500 Index Fund " | — | — | — | $345K | 2.2% | |
| American Funds 2020 Target Date Retirement R6 Fund " | — | — | — | $334K | 2.1% | |
| Fidelity Advisor Small Cap Growth Fund Class Z " | — | — | — | $328K | 2.1% | |
| American Funds 2060 Target Date Retirement R6 Fund " | — | — | — | $278K | 1.8% | |
| Fidelity Small Cap Index Fund " | — | — | — | $261K | 1.7% | |
| American Funds 2010 Target Date Retirement R6 Fund Mutual fund | — | — | — | $255K | 1.6% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $224K | 1.4% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $197K | 1.2% | |
| Janus Henderson Mid Cap Value Fund Class N " | — | — | — | $195K | 1.2% | |
| Fidelity International Index Fund " | — | — | — | $186K | 1.2% | |
| American Funds 2065 Target Date Retirement R6 Fund " | — | — | — | $174K | 1.1% | |
| Fidelity Advisor Worldwide Fund Class Z " | — | — | — | $170K | 1.1% | |
| American Funds New World R6 Fund " | — | — | — | $130K | 0.8% | |
| Thornburg Strategic Income R6 Fund " | — | — | — | $86K | 0.5% | |
| John Hancock Bond R6 Fund " | — | — | — | $32K | 0.2% | |
| Fidelity Total Market Index Fund " | — | — | — | $23K | 0.1% | |
| Putnam Large Cap Value R6 Fund " | — | — | — | $23K | 0.1% | |
| American Funds 2070 Target Date Retirement R6 Fund " | — | — | — | $1K | <0.1% |