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Original filing (PDF)20251010153558NAL0008405425001
PLASTIC OMNIUM
Form 5500
FILING_RECEIVED
PLASTIC OMNIUM CLEAN ENERGY SYSTEMS SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
672
Accounts w/ balance
967
Plan assets (EOY)
$125.9M
Net assets (EOY)
$125.9M
How this plan invests
This plan
14 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLASTIC OMNIUM.
Plan sponsor
Name
PLASTIC OMNIUM
EIN
52-2249857
Address
4685 INVESTMENT DRIVE · TROY, MI · 48098
Phone
(248) 843-9309
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
102
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
ELLIOTT GROUP CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $86K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 14 pooled funds· $176.4M(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
$115.0M
26 holdings
Common Collective Trust
$61.4M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares Total U.S. Stock Market Index Fund Class K | — | — | — | $21.3M | 16.9% | |
| MSIF Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class I | — | — | — | $11.7M | 9.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $10.9M | 8.7% | |
| T. Rowe Price Retirement 2035 Trust Class A | — | — | — | $9.9M | 7.9% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $9.9M | 7.9% | |
| T. Rowe Price Retirement 2040 Trust Class A | — | — | — | $9.4M | 7.4% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $9.4M | 7.4% | |
| T. Rowe Price Retirement 2030 Trust Class A | — | — | — | $8.9M | 7.0% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $8.9M | 7.0% | |
| T. Rowe Price Retirement 2050 Trust Class A | — | — | — | $6.1M | 4.8% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.1M | 4.8% | |
| Dodge & Cox Stock Fund Class I | — | — | — | $5.9M | 4.7% | |
| T. Rowe Price Retirement 2045 Trust Class A | — | — | — | $5.2M | 4.2% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.2M | 4.2% | |
| JP Morgan Small Cap Value Fund Class R5 | — | — | — | $5.0M | 4.0% | |
| T. Rowe Price Retirement 2055 Trust Class A | — | — | — | $4.6M | 3.6% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.6M | 3.6% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $4.3M | 3.4% | |
| Janus Henderson Triton Fund Class I | — | — | — | $4.0M | 3.1% | |
| Baird Core Plus Bond Fund Class Investor | — | — | — | $3.6M | 2.8% | |
| Notes receivable from participants Interest rates ranging from 4.25% through 9.50% | — | — | — | $2.7M | 2.1% | |
| T. Rowe Price Retirement 2060 Trust Class A | — | — | — | $2.3M | 1.8% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $2.3M | 1.8% | |
| Fidelity Self Directed Brokerage Accounts | — | — | — | $2.1M | 1.7% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $2.1M | 1.7% | |
| T. Rowe Price Retirement 2025 Trust Class A | — | — | — | $1.5M | 1.2% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.2% | |
| American Century Short Duration Fund R5 Class | — | — | — | $1.3M | 1.0% | |
| T. Rowe Price Retirement 2020 Trust Class A | — | — | — | $1.2M | 0.9% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.9% | |
| T. Rowe Price Retirement 2065 Trust Class A | — | — | — | $880K | 0.7% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $880K | 0.7% | |
| BlackRock Strategic Income Opportunities Portfolio Class K | — | — | — | $519K | 0.4% | |
| T. Rowe Price Retirement 2010 Trust Class A | — | — | — | $405K | 0.3% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $405K | 0.3% | |
| T. Rowe Price Retirement 2015 Trust Class A | — | — | — | $169K | 0.1% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $169K | 0.1% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $28K | <0.1% | |
| T. Rowe Price Retirement 2005 Trust Class A | — | — | — | $4K | <0.1% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |
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