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Original filing (PDF)20251010153845NAL0004380835001
PLASTIC OMNIUM
Form 5500
FILING_RECEIVED
PLASTIC OMNIUM CLEAN ENERGY SYSTEMS UAW SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
288
Accounts w/ balance
329
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
24 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 DR · TROY, MI · 48098
Phone
(248) 843-9309
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
103
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 | $23K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | ACCOUNTANT/AUDITOR | $16K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
23 direct securities · 13 pooled funds· $22.0M(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
$11.6M
23 holdings
Common Collective Trust
$10.5M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 Trust Class A | — | — | — | $1.6M | 13.6% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.6M | 13.6% | |
| T. Rowe Price Retirement 2035 Trust Class A | — | — | — | $1.5M | 12.9% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.5M | 12.9% | |
| T. Rowe Price Retirement 2045 Trust Class A | — | — | — | $1.4M | 12.4% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.4M | 12.4% | |
| T. Rowe Price Retirement 2025 Trust Class A | — | — | — | $1.3M | 11.2% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.3M | 11.2% | |
| T. Rowe Price Retirement 2030 Trust Class A | — | — | — | $1.2M | 10.6% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.2M | 10.6% | |
| T. Rowe Price Retirement 2055 Trust Class A | — | — | — | $1.0M | 8.8% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.0M | 8.8% | |
| Notes receivable from participants Interest rates ranging from 4.25% through 9.50% | — | — | — | $848K | 7.3% | |
| T. Rowe Price Retirement 2040 Trust Class A | — | — | — | $814K | 7.0% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $814K | 7.0% | |
| T. Rowe Price Retirement 2060 Trust Class A | — | — | — | $551K | 4.7% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $551K | 4.7% | |
| T. Rowe Price Retirement 2020 Trust Class A | — | — | — | $353K | 3.0% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $353K | 3.0% | |
| T. Rowe Price Retirement 2065 Trust Class A | — | — | — | $206K | 1.8% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $206K | 1.8% | |
| T. Rowe Price Retirement 2015 Trust Class A | — | — | — | $159K | 1.4% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $159K | 1.4% | |
| iShares Total U.S. Stock Market Index Fund Class K | — | — | — | $148K | 1.3% | |
| T. Rowe Price Retirement 2005 Trust Class A | — | — | — | $145K | 1.2% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $145K | 1.2% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $112K | 1.0% | |
| Baird Core Plus Bond Fund Class Investor | — | — | — | $54K | 0.5% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $49K | 0.4% | |
| Janus Henderson Triton Fund Class I | — | — | — | $39K | 0.3% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $25K | 0.2% | |
| Dodge & Cox Stock Fund Class I | — | — | — | $24K | 0.2% | |
| Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class I | — | — | — | $14K | 0.1% | |
| JP Morgan Small Cap Value Fund Class R5 | — | — | — | $9K | <0.1% | |
| American Century Short Duration Fund R5 Class | — | — | — | $5K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $4K | <0.1% |
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