Bonnie Hollinder signed Omni Workspace Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Omni Workspace Company LLC's EIN is 27-3121614.
Download the official 2024 Form 5500 (PDF) for Omni Workspace Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Omni Workspace Company 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABBEY STREET, LLC | 82-4772597 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $11.9M | 21.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $5.7M | 10.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $5.7M | 10.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $5.5M | 9.8% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $4.7M | 8.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $2.7M | 4.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.6M | 4.6% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $2.2M | 4.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.7M | 3.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.6M | 2.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.5M | 2.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.4M | 2.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $1.3M | 2.4% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $1.3M | 2.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $1.3M | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.2M | 2.2% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $914K | 1.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $667K | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
