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Original filing (PDF)20250922110928NAL0012137378001
OMEGA ACQUISITION CORP
Form 5500
FILING_RECEIVED
OMEGA ACQUISITION CORP RETIREMENT PLAN
401(k) retirement plan
Active participants
439
Accounts w/ balance
341
Plan assets (EOY)
$23.6M
Net assets (EOY)
$23.6M
How this plan invests
This plan
27 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
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMEGA ACQUISITION CORP.
Plan sponsor
Name
OMEGA ACQUISITION CORP
EIN
45-3999281
Address
1401 VALLEY VIEW LN · SUITE 100 · IRVING, TX · 75061
Phone
(972) 812-7454
Industry
Wholesale Tradesee 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
2025-09-22
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
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
Investments
27 direct securities· $23.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $4.0M | 16.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.4M | 14.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.7M | 11.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.0M | 8.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.8M | 7.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.7M | 7.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.7M | 7.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $863K | 3.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $705K | 3.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $658K | 2.8% | |
| FIDELITY CONTRAFUND K6 | Registered Investment Companies | — | — | $484K | 2.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $482K | 2.0% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $470K | 2.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $265K | 1.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $231K | 1.0% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $227K | 1.0% | |
| FID US BOND IND | Registered Investment Companies | — | — | $221K | 0.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $196K | 0.8% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $178K | 0.8% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $132K | 0.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $131K | 0.6% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $123K | 0.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $114K | 0.5% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $111K | 0.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $103K | 0.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $98K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $72K | 0.3% |
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