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Original filing (PDF)20251008133111NAL0005620481001
O.E. MEYER CO.
Form 5500
FILING_RECEIVED
O.E. MEYER CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
93% in single holding93% employer stock
Active participants
97
Accounts w/ balance
129
Plan assets (EOY)
$31.5M
Net assets (EOY)
$28.3M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "O. E. Meyer Co. Common Stock" is 93% of plan.
- 93% of plan in employer / sponsor stock.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O.E. MEYER CO..
Plan sponsor
Name
O.E. MEYER CO.
EIN
34-1602304
Address
3303 TIFFIN AVENUE · SANDUSKY, OH · 44870
Phone
(419) 625-3054
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
BARNES WENDLING CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $31.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| O. E. Meyer Co. Common Stock | — | — | $4.8M | $28.9M | 91.8% | |
| Fifth Third Bank Cash | — | — | $2.1M | $2.1M | 6.7% |
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