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Original filing (PDF)20251015083733NAL0005694752001
ONIX GROUP
Form 5500
FILING_RECEIVED
ONIX GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
843
Accounts w/ balance
613
Plan assets (EOY)
$30.2M
Net assets (EOY)
$30.2M
How this plan invests
This plan
1 pooled trust
Schedule D
45 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 ONIX GROUP.
Plan sponsor
Name
ONIX GROUP
EIN
26-3892750
Address
150 ONIX DRIVE C/O ONIX GROUP · KENNETT SQUARE, PA · 19348
Phone
(484) 731-2500
Industry
Admin Support & Waste Mgmtsee 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
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $64K | — |
| CETERA INVESTMENT ADVISORS | — | EL SEGUNDO, CA | NONE | $40K | — |
Investments
44 direct securities · 1 pooled fund· $30.2M(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
$29.9M
44 holdings
Common Collective Trust
$319K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $5.5M | 18.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $3.9M | 12.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.8M | 12.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.8M | 9.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.0M | 6.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.9M | 6.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $1.5M | 5.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.4M | 4.8% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.2M | 3.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.2M | 3.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $426K | 1.4% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $403K | 1.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $367K | 1.2% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $319K | 1.1% | |
| T. Rowe Price Large Cap Value I T. Rowe Price 0 | — | — | — | $294K | 1.0% | |
| JPMorgan U.S. Equity R6 JP Morgan 0 | — | — | — | $288K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $286K | 0.9% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $271K | 0.9% | |
| Franklin Growth R6 Franklin 0 | — | — | — | $221K | 0.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $214K | 0.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $169K | 0.6% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $167K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $155K | 0.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $145K | 0.5% | |
| Lord Abbett Bond Debenture R6 Lord Abbett 0 | — | — | — | $110K | 0.4% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $102K | 0.3% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $101K | 0.3% | |
| Invesco Corporate Bond R6 Invesco 0 | — | — | — | $94K | 0.3% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $94K | 0.3% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $91K | 0.3% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $89K | 0.3% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $85K | 0.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $81K | 0.3% | |
| Vanguard Short-Term Invest Grade Inv Vanguard 0 | — | — | — | $68K | 0.2% | |
| American Funds American Mutual R6 American Funds 0 | — | — | — | $49K | 0.2% | |
| AB Bond Inflation Strategy Z Alliance Bernstein 0 | — | — | — | $44K | 0.1% | |
| Macquarie Emerging Markets R6 Macquarie 0 | — | — | — | $40K | 0.1% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $39K | 0.1% | |
| AB Global Real Estate Invmt 2 I Alliance Bernstein 0 | — | — | — | $30K | <0.1% | |
| Invesco International Bond R6 Invesco 0 | — | — | — | $30K | <0.1% | |
| American Funds SMALLCAP World R6 American Funds 0 | — | — | — | $25K | <0.1% | |
| PIMCO Commodity Real Ret Strat Instl PIMCO 0 | — | — | — | $23K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $20K | <0.1% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $13K | <0.1% | |
| BNY Mellon Natural Resources I BNY Mellon 0 | — | — | — | $12K | <0.1% |