Omni Ophthalmic Management Consultants LLC's EIN is 22-3768675.
Download the official 2024 Form 5500 (PDF) for Omni Ophthalmic Management Consultants LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Omni Ophthalmic Management Consultants LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY LLC | 01-0233346 | — | RECORDKEEPER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS LLC | 47-1534832 | — | INVESTMENT ADVISORY - PLA | $45K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANNED RETIREMENT CONSULTANTS | 45-4208939 | RIDGEWOOD, NJ | TPA | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | AUDITOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Global Advisors State Street Equity 500 Index Fund | Common Collective Trusts | — | — | $7.6M | 18.9% | |
| FLEXPATH IDX+ AGGR 2045 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 243 | Common Collective Trust | — | — | $5.3M | 13.3% | |
| FLEXPATH IDX+ AGGR 2055 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 571 | Common Collective Trust | — | — | $4.9M | 12.2% | |
| FLEXPATH IDX+ AGGR 2035 R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 441 | Common Collective Trust | — | — | $3.9M | 9.8% | |
| flexPATH Strategies flexPATH Index+ Aggressive Retirement Fund | Other securities | — | — | $3.3M | 8.4% | |
| FLEXPATH IDX+ AGGR RET R1 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 847 | Common Collective Trust | — | — | $3.3M | 8.4% | |
| American Funds The Growth Fund of America | Mutual Funds | — | — | $2.9M | 7.3% | |
| METLIFE SV SERIES 25053 CL 0 JOHN HANCOCK TRUST COMPANY · EIN 01-0233346 / PN 204 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 3.6% | |
| American Funds American Funds Bond Fund of America | Mutual Funds | — | — | $1.1M | 2.7% | |
| MFS Massachusetts Investors Trust | Mutual Funds | — | — | $1.0M | 2.5% | |
| J.P. Morgan Asset Management JP Morgan International Equity Fund | Other securities | — | — | $1.0M | 2.5% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 2.5% | |
| MFS International Growth Fund | Mutual Funds | — | — | $840K | 2.1% | |
| J.P. Morgan Asset Management JP Morgan Small Cap Growth Fund | Other securities | — | — | $773K | 1.9% | |
| J.P. Morgan Asset Management JP Morgan Equity Income Fund | Other securities | — | — | $722K | 1.8% | |
| Allspring Global Investments Allspring Discovery Mid Cap Growth Fund | Other securities | — | — | $628K | 1.6% | |
| Invesco Real Estate Fund | Mutual Funds | — | — | $446K | 1.1% | |
| Victory Capital Victory Sycamore Small Company Opportunities Fund | Common Stocks | — | — | $398K | 1.0% | |
| Participant Loans * Participants Rates ranging from 4.25% to 10.50% - | Bonds / Notes | — | — | $365K | 0.9% | |
| American Century Investments American Century Mid Cap Value Fund | Other securities | — | — | $258K | 0.6% | |
| MassMututal MassMutual Inflation-Protected & Income Fund | Other securities | — | — | $178K | 0.4% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $105K | 0.3% | |
| J.P. Morgan Asset Management JPMorgan US Government Money Market Fund | Cash / Money Market | — | — | $81K | 0.2% | |
| American Funds American Funds Global Growth Portfolio | Mutual Funds | — | — | $59K | 0.1% | |
| Fidelity Investments Fidelity Emerging Markets Fund | Mutual Funds | — | — | $43K | 0.1% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $36K | <0.1% | |
| PGIM High Yield Fund | Other securities | — | — | $27K | <0.1% | |
| PGIM Global Total Return Fund | Other securities | — | — | $5K | <0.1% |
