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Original filing (PDF)20251002094945NAL0000223619001
OMNIA PARTNERS, LLC
Form 5500
FILING_RECEIVED
OMNIA PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
351
Accounts w/ balance
374
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.8M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMNIA PARTNERS, LLC.
Plan sponsor
Name
OMNIA PARTNERS, LLC
EIN
35-2640764
Address
5001 ASPEN GROVE DR., SUITE 600 · FRANKLIN, TN · 37067
Phone
(615) 786-1127
Industry
Management of Companies / Holdingssee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | INVESTMENT ADVISOR | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
30 direct securities· $36.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv | — | — | — | $5.3M | 14.4% | |
| AllSpring Special Small Cap Value R6 | — | — | — | $5.0M | 13.7% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $3.0M | 8.2% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $2.7M | 7.3% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $2.6M | 7.1% | |
| Vanguard Real Estate Index Admiral | — | — | — | $1.6M | 4.4% | |
| MFS Mid Cap Value R6 | — | — | — | $1.3M | 3.6% | |
| American Funds EuroPacific Gr R6 | — | — | — | $1.3M | 3.5% | |
| Invesco Developing Markets R6 | — | — | — | $1.3M | 3.5% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $1.3M | 3.5% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $1.1M | 3.0% | |
| T. Rowe Price Group Integrated US Sm Gr Eq I | — | — | — | $998K | 2.7% | |
| Vanguard Small Cap Index Fund - Admiral | — | — | — | $976K | 2.7% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $971K | 2.6% | |
| Harbor Capital Appreciation Retirement | — | — | — | $893K | 2.4% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $879K | 2.4% | |
| MFS Value R6 | — | — | — | $819K | 2.2% | |
| BlackRock Inflation Protected Bond Instl | — | — | — | $775K | 2.1% | |
| Empower T. Rowe Price Mid Cap Gr Inst | — | — | — | $753K | 2.0% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $566K | 1.5% | |
| Nuance Mid Cap Value Institutional | — | — | — | $440K | 1.2% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $422K | 1.1% | |
| Vanguard 500 Index Fund - Admiral | — | — | — | $364K | 1.0% | |
| Hotchkis and Wiley High Yield I | — | — | — | $358K | 1.0% | |
| Principal Short-Term Income Inst | — | — | — | $270K | 0.7% | |
| Federated Hermes Govt Obligations Fd Prm | — | — | — | $183K | 0.5% | |
| Vanguard Mid Cap Index Adm | — | — | — | $135K | 0.4% | |
| American Funds American Balanced R6 | — | — | — | $110K | 0.3% | |
| Dodge & Cox Income X | — | — | — | $109K | 0.3% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $9K | <0.1% |
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