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Original filing (PDF)20250911144151NAL0000274835001

OMNYON

Form 5500
FILING_RECEIVED
OMNYON RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
325
Accounts w/ balance
198
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
80
Knocking points off
  • No recordkeeper disclosed on Schedule C.
  • 61% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMNYON.
Plan sponsor
Name
OMNYON
EIN
27-4495156
Address
1215 COLLINS AVE · ODENTON, MD · 21113
Phone
(443) 599-9846
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-09-11
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
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
DAVIDSON DOYLE & HILTON LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
ONE DIGITAL INVESTMENT ADVISORSOVERLAND PARK, KSNONE$27K
THE VANGUARD GROUP, INC.23-1945930NONE$18K

Investments

32 direct securities· $18.5M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity 500 Index Fund Fidelity 0$3.7M20.0%
Vanguard Target Retirement 2045 Fund Vanguard 0$3.2M17.1%
Vanguard Target Retirement 2040 Fund Vanguard 0$2.8M14.9%
Vanguard Target Retirement 2055 Fund Vanguard 0$1.4M7.8%
Vanguard Target Retirement 2030 Fund Vanguard 0$1.2M6.5%
Vanguard Target Retirement 2035 Fund Vanguard 0$1.2M6.4%
Vanguard Target Retirement 2025 Fund Vanguard 0$841K4.5%
JPMorgan Large Cap Growth R6 JP Morgan 0$737K4.0%
Vanguard Target Retirement 2050 Fund Vanguard 0$486K2.6%
Vanguard Target Retirement 2020 Fund Vanguard 0$445K2.4%
Fidelity Small Cap Index Fidelity 0$431K2.3%
Vanguard Target Retirement 2060 Fund Vanguard 0$301K1.6%
Fidelity Mid Cap Index Fidelity 0$287K1.5%
Fidelity International Index Fidelity 0$283K1.5%
Vanguard Equity Income Adm Vanguard 0$199K1.1%
Various Rates and Maturities Participant's Loan Account 0$162K0.9%
Macquarie Mid Cap Growth R6 Macquarie 0$153K0.8%
Vanguard Real Estate Index Adm Vanguard 0$89K0.5%
Vanguard Target Retirement 2065 Fund Vanguard 0$82K0.4%
Allspring Special Mid Cap Value R6 Allspring 0$70K0.4%
PIMCO Income Instl PIMCO 0$67K0.4%
Schwab Self-Direct Cash Fund V Schwab 0 21 Schwab Self-Direct Invest Fund V Schwab 0$64K0.3%
Vanguard Federal Money Market Inv Vanguard 0$64K0.3%
PIMCO Intl Bond (USDHedged) I PIMCO 0$55K0.3%
Vanguard Target Retirement 2070 Fund Vanguard 0$54K0.3%
Fidelity U.S. Bond Index Fund Fidelity 0$41K0.2%
Fidelity Intl Capital Appreciation K6 Fidelity 0$40K0.2%
American Funds New World R6 American Funds 0$34K0.2%
DFA Inflation-Protected Sec Port I DFA 0$23K0.1%
American Funds Bond Fund of Amer R6 American Funds 0$20K0.1%
Invesco EQV Intl Small Company R6 Invesco 0$17K<0.1%
Vanguard Target Retirement Income Fund Vanguard 0$16K<0.1%