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Original filing (PDF)20251014103525NAL0001227971001
OMITRON INC
Form 5500
FILING_RECEIVED
OMITRON INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
280
Accounts w/ balance
358
Plan assets (EOY)
$67.1M
Net assets (EOY)
$67.1M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMITRON INC.
Plan sponsor
Name
OMITRON INC
EIN
52-1358217
Address
7051 MUIRKIRK MEADOWS DR. STE A · BELTSVILLE, MD · 207056342
Phone
(301) 474-1700
Industry
Engineering 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
SMITH ELLIOTT KEARNS & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $6K | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| COLUMBIA THREADNEEDLE INVESTMENTS | 13-5598093 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | 42-1312301 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| ALLIANCE BERNSTEIN | 13-3191825 | — | NONE | $0 | — |
| JANUS HENDERSON | 43-1804048 | — | NONE | $0 | — |
| PEAR TREE FUNDS | — | LINCOLN, MA | NONE | $0 | — |
Investments
43 direct securities · 1 pooled fund· $67.7M(100% 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.
Uncategorized
$67.1M
43 holdings
Common Collective Trust
$514K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE EQUITY INDEX 500 INV MUTUAL FUND | — | — | — | $6.3M | 9.4% | |
| T. ROWE PRICE BLUE CHIP GROWTH INV MUTUAL FUND | — | — | — | $5.5M | 8.2% | |
| T. ROWE PRICE RETIREMENT 2025 INV MUTUAL FUND | — | — | — | $5.0M | 7.5% | |
| T. ROWE PRICE SCIENCE & TECHNOLOGY INV MUTUAL FUND | — | — | — | $4.9M | 7.3% | |
| T. ROWE PRICE RETIREMENT 2035 INV MUTUAL FUND | — | — | — | $4.8M | 7.2% | |
| T. ROWE PRICE RETIREMENT 2030 INV MUTUAL FUND | — | — | — | $4.1M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2050 INV MUTUAL FUND | — | — | — | $3.8M | 5.7% | |
| DODGE & COX STOCK FUND I MUTUAL FUND | — | — | — | $2.9M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2045 INV MUTUAL FUND | — | — | — | $2.8M | 4.2% | |
| T. ROWE PRICE RETIREMENT 2040 INV MUTUAL FUND | — | — | — | $2.8M | 4.2% | |
| T. ROWE PRICE RETIREMENT 2060 INV MUTUAL FUND | — | — | — | $2.6M | 3.9% | |
| FIDELITY SELECT SEMICONDUCTORS PORTFOLIO MUTUAL FUND | — | — | — | $2.4M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2055 INV MUTUAL FUND | — | — | — | $2.3M | 3.5% | |
| T. ROWE PRICE MID-CAP GROWTH INV MUTUAL FUND | — | — | — | $2.2M | 3.3% | |
| FIDELITY BLUE CHIP GROWTH MUTUAL FUND | — | — | — | $1.7M | 2.6% | |
| T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH | — | — | — | $1.6M | 2.4% | |
| T. ROWE PRICE MID-CAP VALUE INV MUTUAL FUND | — | — | — | $1.0M | 1.5% | |
| T. ROWE PRICE NEW HORIZONS INV MUTUAL FUND | — | — | — | $955K | 1.4% | |
| JPMORGAN SMALL CAP EQUITY I MUTUAL FUND | — | — | — | $941K | 1.4% | |
| T. ROWE PRICE SPECTRUM INCOME INV MUTUAL FUND | — | — | — | $923K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2010 INV MUTUAL FUND | — | — | — | $710K | 1.1% | |
| T. ROWE PRICE NEW ASIA INV MUTUAL FUND | — | — | — | $694K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND | — | — | — | $688K | 1.0% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | — | — | — | $606K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2065 INV MUTUAL FUND | — | — | — | $548K | 0.8% | |
| INVESCO CORE PLUS BOND FUND R5 CLASS MUTUAL FUND | — | — | — | $545K | 0.8% | |
| T. ROWE PRICE STABLE VALUE E COMMON COLLECTIVE TRUST | — | — | — | $514K | 0.8% | |
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $514K | 0.8% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R4 MUTUAL FUND | — | — | — | $430K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2015 INV MUTUAL FUND | — | — | — | $295K | 0.4% | |
| AB GROWTH I MUTUAL FUND | — | — | — | $293K | 0.4% | |
| T. ROWE PRICE EUROPEAN STOCK INV MUTUAL FUND | — | — | — | $287K | 0.4% | |
| COLUMBIA SMALL CAP INDEX, A MUTUAL FUND | — | — | — | $272K | 0.4% | |
| T. ROWE PRICE INTL EQUITY INDEX INV MUTUAL FUND | — | — | — | $243K | 0.4% | |
| LORD ABBETT HIGH YIELD FUND CLASS R5 MUTUAL FUND | — | — | — | $222K | 0.3% | |
| BLACKROCK TECHNOLOGY OPPORTUNITIES INSTL MUTUAL FUND | — | — | — | $204K | 0.3% | |
| JANUS HENDERSON GLOBAL EQUITY INCOME A MUTUAL FUND | — | — | — | $146K | 0.2% | |
| COLUMBIA TECHNOLOGY INSTL MUTUAL FUND | — | — | — | $133K | 0.2% | |
| T. ROWE PRICE EMERGING MARKETS BOND INV MUTUAL FUND | — | — | — | $90K | 0.1% | |
| PIMCO REAL ESTATE REAL RETURN STRATEGY MUTUAL FUND | — | — | — | $90K | 0.1% | |
| JANUS HENDERSON GLOBAL TECH&INNOVATION N MUTUAL FUND | — | — | — | $85K | 0.1% | |
| FRANKLIN SMALL CAP VALUE ADVISOR MUTUAL FUND | — | — | — | $74K | 0.1% | |
| PRINCIPAL MIDCAP S&P 400 INDEX R5 MUTUAL FUND | — | — | — | $43K | <0.1% | |
| PEAR TREE POLARIS FGN VAL SM CAP INSTL MUTUAL FUND | — | — | — | $39K | <0.1% |
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