Patricia Van Ryzin signed Omega Enterprises, Inc. and Subsidiaries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Omega Enterprises, Inc. and Subsidiaries' EIN is 39-1285453.
Download the official 2024 Form 5500 (PDF) for Omega Enterprises, Inc. and Subsidiaries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Omega Enterprises, Inc. and Subsidiaries' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $119K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ASSOC GROWTH BALANCED LIFESTAGE FD ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $5.8M | 12.3% | |
| ASSOCIATED GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $4.8M | 10.2% | |
| Vanguard Index Trust 500 Admiral N/R | Common Collective Trusts | — | — | $3.8M | 8.2% | |
| American Funds Growth Fund of America N/R | Mutual Funds | — | — | $3.6M | 7.7% | |
| Vanguard Index Trust 500 Admiral | Common Collective Trusts | — | $1.0M | $2.8M | 6.1% | |
| Common Collective Trust Funds - Nonparticipant directed * Associated Trust Company Core Bond Fund | Common Collective Trusts | — | $2.5M | $2.7M | 5.7% | |
| Associated Trust Company Short Term Bond Fund | Common Stocks | — | $2.3M | $2.5M | 5.5% | |
| Oakmark Institutional Fund N/R | Other securities | — | — | $1.6M | 3.4% | |
| Vanguard Mid Cap Index Admiral N/R | Mutual Funds | — | — | $1.5M | 3.2% | |
| Vanguard Index FDS Growth ETF | Mutual Funds | — | $879K | $1.4M | 3.1% | |
| Vanguard Small Cap Index Admiral N/R | Mutual Funds | — | — | $1.3M | 2.7% | |
| Vanguard Value ETF | Mutual Funds | — | $964K | $1.2M | 2.6% | |
| s - Participant directed American Funds Europacific Growth Fund N/R | Mutual Funds | — | — | $1.1M | 2.3% | |
| Dodge and Cox Stock Fund N/R | Mutual Funds | — | — | $1.1M | 2.3% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.3% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | $831K | $988K | 2.1% | |
| Wasatch Small Cap Growth Fund N/R | Other securities | — | — | $937K | 2.0% | |
| MONEY MARKET COMMON TRUST FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $835K | 1.8% | |
| s - Nonparticipant directed MFS International Diversification Fund | Mutual Funds | — | $798K | $808K | 1.7% | |
| ASSOC CONSERV GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | — | — | $752K | 1.6% | |
| Goldman Sachs Growth Opportunity Institutional N/R | Other securities | — | — | $707K | 1.5% | |
| Vanguard Total International Stock Index | Mutual Funds | — | $573K | $643K | 1.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | $416K | $466K | 1.0% | |
| Oppenheimer Developing Markets Fund N/R | Mutual Funds | — | — | $459K | 1.0% | |
| Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $422K | 0.9% | |
| Royce Pennsylvania Mutual Fund IS N/R | Other securities | — | — | $408K | 0.9% | |
| Vanguard Inflation Protection Securities N/R | Mutual Funds | — | — | $384K | 0.8% | |
| Money Market Funds - Nonparticipant directed Goldman Sachs Government Money Market Fund | Cash / Money Market | — | $335K | $333K | 0.7% | |
| Common Collective Trust Funds - Participant directed * Associated Trust Company Conservative Lifestage Fund N/R | Common Collective Trusts | — | — | $320K | 0.7% | |
| ASSOC CONSERVATIVE BALANCED LS FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $320K | 0.7% | |
| Janus Henderson Mid Cap Value Fund N/R | Mutual Funds | — | — | $266K | 0.6% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | — | — | $223K | 0.5% | |
| Templeton Global Bond Fund | Mutual Funds | — | $166K | $111K | 0.2% | |
| Goldman Sachs Small Cap Value Institutional N/R | Other securities | — | — | $109K | 0.2% | |
| STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $96K | 0.2% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $79K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund | Common Collective Trusts | — | $58K | $75K | 0.2% | |
| Templeton Global Bond Fund N/R | Mutual Funds | — | — | $71K | 0.2% | |
| Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $31K | <0.1% | |
| Vanguard Target Retirement 2065 N/R | Mutual Funds | — | — | $25K | <0.1% | |
| Vanguard Target Retirement 2070 N/R | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
