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Original filing (PDF)20251014154459NAL0001637203001
OMNIENGINE LLC
Form 5500
FILING_RECEIVED
OMNIENGINE 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holding~224 bps in Sched C fees
Active participants
2
Accounts w/ balance
99
Plan assets (EOY)
$644K
Net assets (EOY)
$640K
How this plan invests
This plan
24 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: TA BLACKROCK LIFEPATH INDEX 2050 RET OPT (extraction pending)]" is 31% of plan.
- 224 bps in Schedule C fees — modestly above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMNIENGINE LLC.
Plan sponsor
Name
OMNIENGINE LLC
EIN
61-1896301
Address
3110 N. CENTRAL AVE. · SUITE D-160 GROUD · PHOENIX, AZ · 85012
Phone
(833) 828-1234
Industry
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | 39-0989781 | — | RECORDKEEPER | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY | 95-3497679 | — | TPA | $11K | — |
Investments
7 direct securities · 24 pooled funds· $1.1M(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.
Pooled Separate Account
$641K
24 holdings
Uncategorized
$417K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: TA BLACKROCK LIFEPATH INDEX 2050 RET OPT (extraction pending)] | — | — | — | $198K | 30.8% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $198K | 30.8% | |
| STATE STREET RUSSELL LRG CAP VAL IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $179K | 27.9% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2055 RET OPT (extraction pending)] | — | — | — | $133K | 20.7% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $133K | 20.7% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2060 RET OPT (extraction pending)] | — | — | — | $38K | 5.8% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $38K | 5.8% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2045 RET OPT (extraction pending)] | — | — | — | $26K | 4.0% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $26K | 4.0% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2040 RET OPT (extraction pending)] | — | — | — | $11K | 1.8% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $11K | 1.8% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX RETIREMENT RET OPT (extraction pending)] | — | — | — | $10K | 1.6% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $10K | 1.6% | |
| STATE STREET RUSSELL LRG CAP GR IND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $10K | 1.5% | |
| TRANSAMERICA PARTNERS STK IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $7K | 1.1% | |
| FRANKLIN GROWTH SERIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 530 | Pooled Separate Account | — | — | $6K | 0.9% | |
| AM FDS FUNDAMENTAL INVESTORS TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $5K | 0.8% | |
| TRANSAMERICA INTL EQUITY TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $4K | 0.7% | |
| TRANSAMERICA LARGE CAP VALUE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 792 | Pooled Separate Account | — | — | $3K | 0.5% | |
| AEGON BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $3K | 0.4% | |
| TRANSAMERICA HIGH YIELD BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $2K | 0.3% | |
| PIONEER SELECT MID CAP GROWTH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 741 | Pooled Separate Account | — | — | $1K | 0.2% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $980 | 0.2% | |
| TRANSAMERICA SMALL CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 258 | Pooled Separate Account | — | — | $862 | 0.1% | |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $674 | 0.1% | |
| FRANKLIN SMALL CAP VALUE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 078 | Pooled Separate Account | — | — | $654 | 0.1% | |
| TRANSAMERICA SMLL/MID CAP VAL RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 794 | Pooled Separate Account | — | — | $629 | <0.1% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2035 RET OPT (extraction pending)] | — | — | — | $136 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $136 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $0 | <0.1% |
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