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Original filing (PDF)20251015080014NAL0005621712001
OLAMETER CORPORATION
Form 5500
FILING_RECEIVED
OLAMETER CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
~148 bps in Sched C fees
Active participants
423
Accounts w/ balance
234
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 148 bps in Schedule C fees — 185% above peer band of 52 bps.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLAMETER CORPORATION.
Plan sponsor
Name
OLAMETER CORPORATION
EIN
38-2611717
Address
—
Phone
(514) 982-2255
Industry
All Other Professional Services· 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REHMANN ROBSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN ROBSON | 38-3635706 | — | AUDIT | $26K | — |
Investments
15 direct securities · 14 pooled funds· $5.4M(88% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$4.2M
14 holdings
Uncategorized
$932K
14 holdings
Mutual Funds
$292K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2040 S BLACKROCK · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $713K | 11.6% | |
| BLACKROCK LIFEPATH INDEX 2045 S BLACKROCK · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $680K | 11.1% | |
| BLACKROCK LIFEPATH INDEX RETRMNT S BLACKROCK · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $578K | 9.4% | |
| BLACKROCK LIFEPATH INDEX 2035 S BLACKROCK · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $507K | 8.2% | |
| LG CAP GR FUND II FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $475K | 7.7% | |
| BLACKROCK LIFEPATH INDEX 2030 S BLACKROCK · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $430K | 7.0% | |
| BLACKROCK LIFEPATH INDEX 2055 S BLACKROCK · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $330K | 5.4% | |
| BLACKROCK LIFEPATH INDEX 2050 S BLACKROCK · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $321K | 5.2% | |
| Fidelity 500 Index | Mutual Funds | — | — | $292K | 4.7% | |
| MFS Mid Cap Value Ret Opt | — | — | — | $192K | 3.1% | |
| Allspring Core Plus Bond | — | — | — | $107K | 1.7% | |
| BLACKROCK LIFEPATH INDEX 2060 S BLACKROCK · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $106K | 1.7% | |
| American Fund American Funds New Perspective R6 | — | — | — | $92K | 1.5% | |
| BlackRock High Yield Portfolio K | — | — | — | $90K | 1.5% | |
| PIMCO Real Return Ret Opt | — | — | — | $84K | 1.4% | |
| Fidelity Global ex US Index | — | — | — | $73K | 1.2% | |
| Fidelity Small Cap Index | — | — | — | $61K | 1.0% | |
| Fidelity Mid Cap Index | — | — | — | $58K | 0.9% | |
| AllianceBernstein AB Global Bond Z | — | — | — | $42K | 0.7% | |
| Wilmington Trust International Growth Fund II Fee Class R1 | — | — | — | $42K | 0.7% | |
| INTL GR FUND II FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $42K | 0.7% | |
| Fidelity Small Cap Growth K6 | — | — | — | $34K | 0.6% | |
| LARGE CAP VAL III CLASS R1 WILMINGTON TRUST · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $32K | 0.5% | |
| Pioneer Strategic Income Ret Opt | — | — | — | $31K | 0.5% | |
| John Hancock JHancock Disciplined Value | — | — | — | $15K | 0.2% | |
| Franklin Templeton Franklin Small Cap Value R6 | — | — | — | $11K | 0.2% | |
| BLACKROCK LIFEPATH INDEX 2065 S BLACKROCK · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $8K | 0.1% | |
| EMERGING MARKETS II R1 EMERALD · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $678 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 S BLACKROCK · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |