Philip Vervloesem signed OM Partners USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OM Partners USA, Inc.'s EIN is 13-4258197.
Download the official 2024 Form 5500 (PDF) for OM Partners USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OM Partners USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | — | RIVERWOODS, IL | NONE | $21K | — |
| PINKERTON FINANCIAL RESOURCES, LLC | — | ALPHSRETTA, GA | NONE | $15K | — |
| SAGEPOINT FINAINCIAL INC. | — | PHOENIX, AZ | NONE | $12K | — |
| ENVESTNET RETIREMENT SOLUTIONS | — | CHICAGO, IL | NONE | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $2.3M | 16.4% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $2.1M | 15.1% | |
| TIAA-Cref Large Cap Gr Idx Instl | Common Collective Trusts | — | — | $1.9M | 13.4% | |
| American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $918K | 6.5% | |
| American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $772K | 5.5% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 001 | Common Collective Trust | — | — | $691K | 4.9% | |
| American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $639K | 4.5% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $419K | 3.0% | |
| American Funds Amcap R6 | Mutual Funds | — | — | $393K | 2.8% | |
| Vanguard Mid Cap Growth Index Adm | Mutual Funds | — | — | $385K | 2.7% | |
| Vanguard Developed Markets Index Adm | Mutual Funds | — | — | $360K | 2.5% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $327K | 2.3% | |
| American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $264K | 1.9% | |
| Vanguard Small Cap Growth Index Adm | Mutual Funds | — | — | $210K | 1.5% | |
| Vanguard High-Yield Corporate Adm | Mutual Funds | — | — | $203K | 1.4% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $189K | 1.3% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $185K | 1.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $175K | 1.2% | |
| American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $161K | 1.1% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $146K | 1.0% | |
| Janus Hendersion Triton N | Mutual Funds | — | — | $135K | 1.0% | |
| Participants Notes receivable with variable | Other securities | — | — | $120K | 0.8% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $119K | 0.8% | |
| Fidelity Advisor Small Cap I | Mutual Funds | — | — | $115K | 0.8% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $110K | 0.8% | |
| State Street Instl US Equity Fund I | Other securities | — | — | $102K | 0.7% | |
| Victory Sycamore Established Value I | Other securities | — | — | $85K | 0.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $79K | 0.6% | |
| Alliance Bernstein Global Bond I | Other securities | — | — | $67K | 0.5% | |
| Pimco Income Instl | Mutual Funds | — | — | $66K | 0.5% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $55K | 0.4% | |
| Credit Suisse Commodity Return Strat I | Other securities | — | — | $54K | 0.4% | |
| Invesco International Diversified Fund R6 | Mutual Funds | — | — | $49K | 0.3% | |
| BNY Mellon International Core Equity I | Other securities | — | — | $43K | 0.3% | |
| Vanguard Mid Cap Value Index Adm | Mutual Funds | — | — | $38K | 0.3% | |
| Janus Henderson Small Cap Value N | Mutual Funds | — | — | $33K | 0.2% | |
| American Funds 2010 Trgt Date Retire R6 ** 495 American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $9K | <0.1% | |
| Putnam Small Cap Value Y | Mutual Funds | — | — | $4K | <0.1% | |
| Cash and Equivalents retire Cash | Cash / Money Market | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
