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Original filing (PDF)20250917124745NAL0000550592001
OMNICOM GROUP INC.
Form 5500
FILING_RECEIVED
OMNICOM GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
24,911
Accounts w/ balance
35,369
Plan assets (EOY)
$4.5B
Net assets (EOY)
$4.5B
How this plan invests
This plan
24 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMNICOM GROUP INC..
Plan sponsor
Name
OMNICOM GROUP INC.
EIN
13-1514814
Address
1285 AVENUE OF THE AMERICAS · NEW YORK, NY · 10019
Phone
(212) 415-3605
Industry
Professional & Technical Servicessee all
Plan administrator
Name
OMNICOM GROUP INC. ADMINISTRATIVE COMMITTEE
EIN
13-1514814
City
NEW YORK, NY
Phone
(212) 415-3605
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | NONE | $1.3M | — |
| DAVIS & GILBERT | 13-1504385 | — | NONE | $293K | — |
| MERCER HUMAN RESOURCES CONSULTING | 13-2834414 | — | NONE | $176K | — |
| PKF O'CONNOR DAVIES, LLP | 27-1728945 | — | NONE | $145K | — |
| ALLIANCEBERNSTEIN DISCOVERY VALUE F | 06-6505815 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0239892 | — | NONE | $0 | — |
| T. ROWE PRICE | 52-1184650 | — | NONE | $0 | — |
| STATE ST. GLOBAL ADVISOR TRUST CO. | 81-4017137 | — | NONE | $0 | — |
| VANGUARD FTSE | 23-3030926 | — | NONE | $0 | — |
| FIDELITY MANAGEMENT TRUST COMPANY | 04-3022712 | — | NONE | $0 | — |
| FIDELITY INST ASSET MGMT TRUST CO | 20-4659714 | — | NONE | $0 | — |
| WILLIAM BLAIR COLLECTIVE INV TRUST | 27-6331814 | — | NONE | $0 | — |
Investments
7 direct securities · 24 pooled funds· $4.5B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$3.9B
24 holdings
Uncategorized
$594.3M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPARTAN 500 INDEX POOL CLASS D GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $661.7M | 14.8% | |
| FIDELITY CONTRAFUND POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $511.2M | 11.4% | |
| TARGET DATE 2050 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $329.6M | 7.4% | |
| TARGET DATE 2045 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $293.6M | 6.6% | |
| TARGET DATE 2040 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $281.1M | 6.3% | |
| JPMCB LARGE CAP GROWTH CF-A CLASS JP MORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $259.6M | 5.8% | |
| TARGET DATE 2055 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $255.6M | 5.7% | |
| TARGET DATE 2035 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $240.7M | 5.4% | |
| MANAGED INCOME PORTFOLIO II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $205.9M | 4.6% | |
| T. Rowe Price Institutional Large Cap Value Fund Mutual Fund 7,042,103 a | — | — | — | $162.7M | 3.6% | |
| DIVERSIFIED INTERNATIONAL POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $153.8M | 3.4% | |
| TARGET DATE 2030 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $149.0M | 3.3% | |
| TARGET DATE 2060 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $144.3M | 3.2% | |
| AB Discovery Value Fund Class Z Mutual Fund 6,410,494 a | — | — | — | $130.8M | 2.9% | |
| WILLIAM BLAIR MID CAP GROWTH CIT WILLIAM BLAIR COLLECTIVE INVESTMENT TRUST · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $125.1M | 2.8% | |
| PIMCO Total Return Fund Institutional Class Mutual Fund 12,250,573 a | — | — | — | $103.9M | 2.3% | |
| Omnicom Group Inc. Common Stock Common Stock $0.15 par value 1,188,574 a | — | — | — | $102.3M | 2.3% | |
| TARGET DATE 2025 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $87.1M | 1.9% | |
| Vanguard FTSE Social Index Fund IS Mutual Fund 1,716,570 a | — | — | — | $69.7M | 1.6% | |
| RUSSEL SMALL/MID CAP (PF) INDEX STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 90-0337987 / PN 019 | Common Collective Trust | — | — | $36.1M | 0.8% | |
| TARGET DATE 2020 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $33.2M | 0.7% | |
| TARGET DATE 2065 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $33.0M | 0.7% | |
| U.S. BOND INDEX STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $24.9M | 0.6% | |
| Notes receivable from participants Participant Loans** — | — | — | — | $24.0M | 0.5% | |
| GLOBAL ALL CAP EQUITY EX-US INDEX STATE STREET GLOBAL ADVISOR TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $19.1M | 0.4% | |
| TARGET DATE INCOME COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $10.2M | 0.2% | |
| TARGET DATE 2015 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $9.9M | 0.2% | |
| TARGET DATE 2010 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $6.3M | 0.1% | |
| Fidelity Freedom Blend 2070 Commingled Pool Class T Common/Collective Trust 4 a 46 * Fidelity Government Money Market Fund Mutual Fund 999,832 a | — | — | — | $1000K | <0.1% | |
| EMPOWER GUARANTEED INCOME FUND EMPOWER TRUST COMPANY · EIN 84-1455663 / PN 000 | Common Collective Trust | — | — | $188K | <0.1% | |
| TARGET DATE 2070 COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $46 | <0.1% |