Back to filter
Original filing (PDF)20250821120307NAL0007334160001
OMEGA PLASTICS, LLC
Form 5500
FILING_RECEIVED
OMEGA PLASTICS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
115
Accounts w/ balance
121
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Voya Fixed Account" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMEGA PLASTICS, LLC.
Plan sponsor
Name
OMEGA PLASTICS, LLC
EIN
46-1565324
Address
2636 BYINGTON SOLWAY RD · KNOXVILLE, TN · 37931
Phone
(865) 457-7000
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
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | INVESTMENT ADVISORY | $829 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | OTHER SERVICES | $0 | — |
Investments
35 direct securities · 1 pooled fund· $9.7M(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.
Uncategorized
$5.8M
35 holdings
Pooled Separate Account
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.0M | 68.7% | |
| Voya Fixed Account | — | — | — | $1.7M | 29.8% | |
| Voya JP Morgan Large Cap Growth Fund | — | — | — | $692K | 12.0% | |
| Voya American Funds Washington Mutual Investors Fund | — | — | — | $679K | 11.8% | |
| Voya PGIMl Total Return Bond Fund Q | — | — | — | $265K | 4.6% | |
| Voya Target Solution Trust Fund: 2025 | — | — | — | $256K | 4.4% | |
| Voya Target Solution Trust Fund: Income | — | — | — | $213K | 3.7% | |
| Voya MFS International Value Fund | — | — | — | $178K | 3.1% | |
| Voya Target Solution Trust Fund: 2035 | — | — | — | $163K | 2.8% | |
| Voya Target Solution Trust Fund: 2045 | — | — | — | $157K | 2.7% | |
| Voya Target Solution Trust Fund: 2050 | — | — | — | $151K | 2.6% | |
| Voya PIMCO Real Return Fund | — | — | — | $126K | 2.2% | |
| Voya Inv Dev Market Fund | — | — | — | $118K | 2.0% | |
| Voya Target Solution Trust Fund: 2030 | — | — | — | $117K | 2.0% | |
| Voya PIMCO Intl Bond Fund (Unhedged) | — | — | — | $89K | 1.5% | |
| and maturity dates from 2025 to 2033 - | — | — | — | $86K | 1.5% | |
| Voya Target Solution Trust Fund: 2040 | — | — | — | $83K | 1.4% | |
| Voya ClearBridge Small Cap Growth Fund | — | — | — | $81K | 1.4% | |
| Voya Target Solution Trust Fund: 2055 | — | — | — | $80K | 1.4% | |
| Voya Vanguard 500 Index Fund Admiral | — | — | — | $75K | 1.3% | |
| Voya Vanguard Total Stock Market Index - Admiral | — | — | — | $70K | 1.2% | |
| Voya Target Solution Trust Fund: 2060 | — | — | — | $69K | 1.2% | |
| Voya Target Solution Trust Fund: 2065 | — | — | — | $59K | 1.0% | |
| Voya Inv Opportunity Intl Growth Fund | — | — | — | $47K | 0.8% | |
| Voya Main Stay CBRE Real Estate Fund R6 | — | — | — | $35K | 0.6% | |
| Voya Vanguard Mid-Cap Index Fund - Admiral | — | — | — | $28K | 0.5% | |
| Voya Government Money Market Fund A | — | — | — | $27K | 0.5% | |
| Voya Mid-Cap Growth Equity Fd 8 | — | — | — | $20K | 0.3% | |
| Voya Vanguard Life Strategy Cons GrInv Sh | — | — | — | $14K | 0.2% | |
| Voya American Funds Beacon Small Cap Value Fund | — | — | — | $14K | 0.2% | |
| Voya Vanguard Small-Cap Index Fund - Admiral | — | — | — | $13K | 0.2% | |
| Voya Victory Estimated VI Fund R6 | — | — | — | $11K | 0.2% | |
| Voya BlackRock High Yield Bond Portfolio K | — | — | — | $10K | 0.2% | |
| Voya Loomis Sayles Bond Fund | — | — | — | $9K | 0.2% | |
| Voya PIMCO All Asset Fund | — | — | — | $9K | 0.2% | |
| Voya MFS Total Return Fund R6 | — | — | — | $7K | 0.1% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE AND ANNUI
SENTARA HEALTH
SENTARA 403(B) SAVINGS PLAN
$3.7B · 30,766 participants
CSI USA INC.
CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN
$1.6B · 12,475 participants
ONESKY, LLC
ONESKY FLIGHT, LLC 401(K) RETIREMENT SAVINGS PLAN
$502.3M · 3,745 participants
KARL STORZ ENDOSCOPY-AMERICA, INC.
KARL STORZ ENDOSCOPY-AMERICA, INC. EMPLOYEE SAVINGS PLAN
$467.4M · 2,147 participants
LIBERTY UTILITIES SERVICE CORP.
LIBERTY UTILITIES NATIONAL 401(K) PLAN
$443.3M · 2,462 participants
TORRANCE HEALTH ASSOCIATION
TORRANCE HEALTH ASSOCIATION 403(B) PLAN
$406.1M · 5,025 participants
Similar-size Manufacturing plans
SUPRACOR, INC.
SUPRACOR, INC. 401K PLAN
$5.8M · 49 participants
ENVIRONMENTAL CONTAINER SYSTEMS, INC.
ECS COMPOSITES 401(K) PLAN
$5.8M · 74 participants
STRAUSS ENGINEERING COMPANY
STRAUSS ENGINEERING COMPANY 401(K)PROFIT SHARING PLAN
$5.8M · 45 participants
ALLEGHENY PERFORMANCE PLASTICS, LLC
ALLEGHENY PERFORMANCE PLASTICS, LLC 401(K) PLAN
$5.7M · 55 participants
RMB PRODUCTS, INC.
RMB PRODUCTS, INC. 401(K) PLAN
$5.8M · 97 participants
PAR 4 PLASTICS, INC.
PAR 4 PLASTICS, INC. 401K PROFIT SHARING PLAN AND TRUST
$5.8M · 146 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B