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Original filing (PDF)20251015135738NAL0006326976001
O'HAGAN MEYER LLC
Form 5500
FILING_RECEIVED
O'HAGAN MEYER LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
513
Accounts w/ balance
512
Plan assets (EOY)
$34.2M
Net assets (EOY)
$34.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 O'HAGAN MEYER LLC.
Plan sponsor
Name
O'HAGAN MEYER LLC
EIN
16-1759832
Address
ONE EAST WACKER DRIVE · CHICAGO, IL · 60601
Phone
(312) 422-6121
Industry
Law Offices· Professional & Technical Servicessee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FGMK, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD NATIONAL BANK | 35-1729164 | — | NONE | $116K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
31 direct securities · 1 pooled fund· $31.6M(93% 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.
Uncategorized
$31.2M
31 holdings
Common Collective Trust
$344K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party collateral, par, or maturity value Vanguard 500 Index Admiral Mutual Funds | — | — | — | $5.5M | 16.1% | |
| JPMorgan Large Cap Growth Cl R6 Fd #2148 Mutual Funds | — | — | — | $4.2M | 12.4% | |
| T. Rowe Price Retirement 2035 Mutual Funds | — | — | — | $2.8M | 8.3% | |
| T. Rowe Price Retirement 2050 Mutual Funds | — | — | — | $2.8M | 8.1% | |
| T. Rowe Price Retirement 2045 Mutual Funds | — | — | — | $2.7M | 7.9% | |
| DFA Global Equity Portfolio Cl I Mutual Funds | — | — | — | $1.7M | 5.1% | |
| T. Rowe Price Retirement 2030 Mutual Funds | — | — | — | $1.7M | 5.0% | |
| T. Rowe Price Retirement 2040 Mutual Funds | — | — | — | $1.5M | 4.3% | |
| T. Rowe Price Retirement 2055 Mutual Funds | — | — | — | $1.2M | 3.4% | |
| Vanguard Mid Cap Index Admiral Mutual Funds | — | — | — | $889K | 2.6% | |
| Vanguard Small Cap Index Admiral Mutual Funds | — | — | — | $827K | 2.4% | |
| T. Rowe Price Retirement 2025 Mutual Funds | — | — | — | $761K | 2.2% | |
| T. Rowe Price Spectrum Moderate Allocation Mutual Funds | — | — | — | $737K | 2.2% | |
| T. Rowe Price Retirement 2060 Mutual Funds | — | — | — | $629K | 1.8% | |
| maturing from 2025 to 2045 | — | — | — | $509K | 1.5% | |
| Vanguard Equity Income Admiral Mutual Funds | — | — | — | $507K | 1.5% | |
| Dodge & Cox Income Mutual Funds | — | — | — | $415K | 1.2% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $344K | 1.0% | |
| T. Rowe Price Retirement Balance Fund I Mutual Funds | — | — | — | $338K | 1.0% | |
| MFS Value Fund R6 Mutual Funds | — | — | — | $289K | 0.8% | |
| Federated Inst Hi Yld BD-IS #900 Mutual Funds | — | — | — | $238K | 0.7% | |
| Vanguard Short Term Corp Admiral #539 Mutual Funds | — | — | — | $209K | 0.6% | |
| Fidelity Emerging Mkts Cl K Fd #2084 Mutual Funds | — | — | — | $144K | 0.4% | |
| Fidelity Intl Index Fd #2363 Mutual Funds | — | — | — | $142K | 0.4% | |
| Euro pac Growth R-6 Mutual Funds | — | — | — | $136K | 0.4% | |
| Vanguard Inflat Protected Admiral Mutual Funds | — | — | — | $132K | 0.4% | |
| T. Rowe Price Retirement 2020 Mutual Funds | — | — | — | $103K | 0.3% | |
| Janus Henderson Enterprise Cl N Mutual Funds | — | — | — | $37K | 0.1% | |
| T Rowe Price Retirement I 2065 Mutual Funds | — | — | — | $19K | <0.1% | |
| American Century Small Cap Growth Fund R6 Mutual Funds | — | — | — | $17K | <0.1% | |
| Fidelity Small Cap Value Fd #1389 Mutual Funds | — | — | — | $17K | <0.1% | |
| Allspring Special Mid Cap Value Fund R6 Mutual Funds | — | — | — | $13K | <0.1% |
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