Sowmya Hariharan signed OM Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OM Group, Inc.'s EIN is 22-3803578.
Download the official 2024 Form 5500 (PDF) for OM Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OM Group, 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 |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | — | TAMPA, FL | ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $715K | 15.2% | |
| AB Large Cap Growth Z | Other securities | — | — | $463K | 9.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $452K | 9.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $429K | 9.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $410K | 8.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $351K | 7.5% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $344K | 7.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $281K | 6.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $249K | 5.3% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $235K | 5.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $152K | 3.2% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $132K | 2.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $105K | 2.2% | |
| Participant Loans | Participant loans | — | — | $73K | 1.6% | |
| Modern Bank Deposit Account | Other securities | — | — | $68K | 1.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $39K | 0.8% | |
| Fidelity International Index | Mutual Funds | — | — | $39K | 0.8% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $33K | 0.7% | |
| Principal Real Estate Securities Fd R-6 | Other securities | — | — | $24K | 0.5% | |
| Fidelity Emerging Markets K | Mutual Funds | — | — | $20K | 0.4% | |
| Modern Bank Deposit Account | Other securities | — | — | $19K | 0.4% | |
| FullerThaler Behavioral Small-Cap Eq-R6 | Other securities | — | — | $18K | 0.4% | |
| PIMCO International Bond (USD-Hdg) lnstl | Mutual Funds | — | — | $15K | 0.3% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $14K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $9K | 0.2% | |
| Northern Mid Cap Index | Other securities | — | — | $5K | 0.1% | |
| Brandywine Global Corp Credit IS | Common Stocks | — | — | $2K | <0.1% | |
| American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Uninvested Cash | Cash / Money Market | — | — | $75 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
