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Original filing (PDF)20251015102334NAL0002140899001
ONGWEOWEH CORP.
Form 5500
FILING_RECEIVED
ONGWEOWEH CORP. 401(K) PLAN
401(k) retirement plan
Active participants
159
Accounts w/ balance
171
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONGWEOWEH CORP..
Plan sponsor
Name
ONGWEOWEH CORP.
EIN
16-1374508
Address
5 BARR ROAD · ITHACA, NY · 14850
Phone
(607) 266-7070
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPA'S, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE RUTTY & CO INC | 16-0620690 | ROCHESTER, NY | INVESTMENT ADVISOR | $29K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIMKUS MARCIANO & ASSOCIATES, INC. | 22-2725182 | ROCHESTER, NY | CONTRACT ADMIN | $9K | — |
Investments
30 direct securities · 1 pooled fund· $12.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.2M
30 holdings
Pooled Separate Account
$6.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $6.0M | 97.7% | |
| Empower American Funds Target Date Retire 2025 R-6 Pooled Separate Account | — | — | — | $931K | 15.1% | |
| Empower American Funds Target Date Retire 2050 R-6 Pooled Separate Account | — | — | — | $911K | 14.8% | |
| Empower American Funds Target Date Retire 2010 R-6 Pooled Separate Account | — | — | — | $441K | 7.1% | |
| Empower American Funds Target Date Retire 2055 R-6 Pooled Separate Account | — | — | — | $439K | 7.1% | |
| Empower Vanguard 500 Index Admiral Pooled Separate Account | — | — | — | $390K | 6.3% | |
| Empower American Funds Target Date Retire 2060 R-6 Pooled Separate Account | — | — | — | $376K | 6.1% | |
| Empower American Funds Target Date Retire 2045 R-6 Pooled Separate Account | — | — | — | $350K | 5.7% | |
| Empower American Funds Target Date Retire 2040 R-6 Pooled Separate Account | — | — | — | $335K | 5.4% | |
| Empower American Funds Target Date Retire 2035 R-6 Pooled Separate Account | — | — | — | $274K | 4.5% | |
| Empower MFS Value R6 Pooled Separate Account | — | — | — | $225K | 3.6% | |
| Empower American Funds Capital World Growth & Income R6 Pooled Separate Account | — | — | — | $186K | 3.0% | |
| Empower Vanguard Mid Cap Index Admiral Pooled Separate Account | — | — | — | $156K | 2.5% | |
| Empower Vanguard Small Cap Index Admiral Pooled Separate Account | — | — | — | $131K | 2.1% | |
| Empower Fidelity Advisor Total Bond Z Pooled Separate Account | — | — | — | $113K | 1.8% | |
| Empower American Funds Target Date Retire 2030 R-6 Pooled Separate Account | — | — | — | $113K | 1.8% | |
| Empower JPMorgan Mid Cap Growth R6 Pooled Separate Account | — | — | — | $103K | 1.7% | |
| MassMutual Fixed Account Guaranteed Investment Contract | — | — | — | $102K | 1.6% | |
| Empower American Funds Target Date Retire 2020 R-6 Pooled Separate Account | — | — | — | $82K | 1.3% | |
| Empower JPMorgan Large Cap Growth R6 Pooled Separate Account | — | — | — | $81K | 1.3% | |
| Empower MFS Mid Cap Value R6 Pooled Separate Account | — | — | — | $79K | 1.3% | |
| Empower iShares MSCI EAFE International Index K Pooled Separate Account | — | — | — | $75K | 1.2% | |
| Empower American Funds American Balanced R6 Pooled Separate Account | — | — | — | $57K | 0.9% | |
| Empower American Century International Growth R6 Pooled Separate Account | — | — | — | $47K | 0.8% | |
| Empower MassMutual High Yield I Pooled Separate Account | — | — | — | $47K | 0.8% | |
| Empower MassMutual Small Cap Growth Equity I Pooled Separate Account | — | — | — | $46K | 0.7% | |
| Participant Loans and Maturity Dates from April 2025 to August 2052 - | — | — | — | $43K | 0.7% | |
| Empower MassMutual Inflation-Protected And Income I Pooled Separate Account | — | — | — | $17K | 0.3% | |
| Empower JPMorgan Small Cap Value R6 Pooled Separate Account | — | — | — | $11K | 0.2% | |
| Empower MassMutual Overseas I Pooled Separate Account | — | — | — | $5K | <0.1% | |
| Empower American Funds Target Date Retire 2015 R-6 Pooled Separate Account | — | — | — | $2K | <0.1% |