Original filing (PDF)20250630144441NAL0011913361001

OMEGA FLEX, INC.

Name: OMEGA FLEX, INC. — OMEGA FLEX, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OMEGA FLEX, INC.

Form 5500

FILING_RECEIVED

OMEGA FLEX, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

149

Accounts w/ balance

172

Plan assets (EOY)

$28.9M

Net assets (EOY)

$28.9M

How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Participation health

100

Helping the score

Below-peer total fees (17 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMEGA FLEX, INC..

Plan sponsor

Name

OMEGA FLEX, INC.

EIN

23-1948942

Address

451 CREAMERY WAY · EXTON, PA · 19341

Phone

(610) 524-7272

Industry

Manufacturingsee 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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JPMORGAN INVEST HOLDINGS LLC	13-2624428	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SECURITIES AMERICA ADVISORS INC	—	LAVISTA, NE	INVESTMENT ADVISOR	$44K	—

Investments

26 direct securities · 1 pooled fund· $28.9M(100% 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

$28.7M

26 holdings

Common Collective Trust

$226K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
JP Morgan SmartRetirement 2030	—	—	—	$5.2M	18.1%
JP Morgan SmartRetirement 2035	—	—	—	$3.9M	13.4%
JP Morgan SmartRetirement 2025	—	—	—	$3.3M	11.4%
JP Morgan SmartRetirement 2040	—	—	—	$3.3M	11.3%
Schwab S&P 500 Index	—	—	—	$2.0M	6.8%
JP Morgan SmartRetirement Income	—	—	—	$2.0M	6.8%
JP Morgan SmartRetirement 2060	—	—	—	$1.4M	4.8%
JP Morgan SmartRetirement 2050	—	—	—	$1.2M	4.3%
Goldman Sachs Large Cap Growth Insights	—	—	—	$1.1M	3.9%
JP Morgan SmartRetirement 2045	—	—	—	$735K	2.5%
MFS Mid Cap Growth	—	—	—	$706K	2.4%
JP Morgan Core Plus Bond	—	—	—	$626K	2.2%
Schwab US Mid Cap Index	—	—	—	$519K	1.8%
Schwab International Index	—	—	—	$459K	1.6%
JP Morgan Small Cap Growth	—	—	—	$442K	1.5%
with maturities through October 2039 -	—	—	—	$428K	1.5%
JP Morgan Equity Income	—	—	—	$326K	1.1%
Omega Flex, Inc. Company stock	—	—	—	$298K	1.0%
Schwab Small Cap Index	—	—	—	$281K	1.0%
JPMCB STABLE ASSET INCOME F30 JP MORGAN · EIN 20-1978950 / PN 001	Common Collective Trust	—	—	$226K	0.8%
JP Morgan SmartRetirement 2020	—	—	—	$217K	0.7%
JP Morgan SmartRetirement 2055	—	—	—	$192K	0.7%
JP Morgan Emerging Markets Equity	—	—	—	$27K	<0.1%
Putnam High Yield	—	—	—	$24K	<0.1%
JP Morgan Mid Cap Value	—	—	—	$22K	<0.1%
Fidelity Money Market Treasury Portfolio	—	—	—	$9K	<0.1%
Undiscovered Managers Behavioral Value	—	—	—	$3K	<0.1%