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Original filing (PDF)20251015120555NAL0002261507001
OMNI SYSTEMS, INC.
Form 5500
FILING_RECEIVED
OMNI SYSTEMS, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
262
Accounts w/ balance
217
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
24 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 OMNI SYSTEMS, INC..
Plan sponsor
Name
OMNI SYSTEMS, INC.
EIN
34-1646871
Address
701 BETA DRIVE · MAYFIELD VILLAGE, OH · 44143
Phone
(216) 377-5160
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
STEFANEK REGALBUTO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
24 pooled funds· $11.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $2.0M | 17.1% | |
| FID FDM IDX 2035 IPR FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $1.3M | 10.8% | |
| FID FDM 2050 IPR FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $1.2M | 10.3% | |
| FID FDM IDX 2040 IPR FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $1.2M | 10.3% | |
| FID FDM IDX 2045 IPR FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $883K | 7.6% | |
| FID MID CAP IDX FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $744K | 6.4% | |
| FID FDM IDX 2030 IPR FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $660K | 5.7% | |
| FID SM CAP IDX FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $546K | 4.7% | |
| FID FDM 2060 IPR FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $479K | 4.1% | |
| FID FDM IDX 2055 IPR FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $416K | 3.6% | |
| INTERNATIONAL EQ R1 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $267K | 2.3% | |
| C&S REAL ESTATE Z FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $253K | 2.2% | |
| FID FDM IDX 2025 IPR FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $251K | 2.2% | |
| TRP HEALTH SCIENCES FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $244K | 2.1% | |
| JH STABLE VALUE FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $243K | 2.1% | |
| PUTN LARGE CP VAL R1 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $233K | 2.0% | |
| LARGE CAP GRTH II R1 FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $211K | 1.8% | |
| VANGUARD ENERGY ADM FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $187K | 1.6% | |
| GG INTL STK FUND FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $179K | 1.5% | |
| CORE PLUS BOND III FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $74K | 0.6% | |
| PIMCO INCOME INST FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $64K | 0.6% | |
| FID FDM IDX 2010 IPR FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $28K | 0.2% | |
| FID FDM IDX 2065 IPR FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $13K | 0.1% | |
| FID GOVT MMKT FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $219 | <0.1% |
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