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Original filing (PDF)20251015101139NAL0002221907001
RUNBUGGY OMI, INC.
Form 5500
FILING_RECEIVED
RUNBUGGY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
150
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
29 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUNBUGGY OMI, INC..
Plan sponsor
Name
RUNBUGGY OMI, INC.
EIN
83-1732852
Address
1377 KETTERING DR. · ONTARIO, CA · 91761
Phone
(602) 809-0226
Industry
Transportation & Warehousingsee 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
2025-10-15
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
MANSPERGER, PATTERSON & MCMULLIN, P
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
Investments
29 direct securities· $5.1M(100% of reported assets)
Uncategorized
$4.8M
27 holdings
Guaranteed Income / GIC
$201K
1 holding
Mutual Funds
$57K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 6 Fidelity Adv Free 2035 Fnd K6 | — | — | — | $1.1M | 21.2% | |
| 8 Fidelity Adv Free 2045 Fnd K6 | — | — | — | $1.0M | 19.7% | |
| 7 Fidelity Adv Free 2040 Fnd K6 | — | — | — | $456K | 8.9% | |
| 3 Fidelity 500 Index Fund | — | — | — | $407K | 8.0% | |
| 9 Fidelity Adv Free 2050 Fnd K6 | — | — | — | $349K | 6.8% | |
| 13 Fidelity Blue Chip Growth Fd K | — | — | — | $294K | 5.8% | |
| 5 Fidelity Adv Free 2030 Fnd K6 | — | — | — | $214K | 4.2% | |
| 28 Voya* Voya Fixed Account | Guaranteed Income / GIC | — | — | $201K | 3.9% | |
| 10 Fidelity Adv Free 2055 Fnd K6 | — | — | — | $162K | 3.2% | |
| 24 Putnam Lrg Cp Val Fd - Cl R6 | — | — | — | $93K | 1.8% | |
| 4 Fidelity Adv Free 2025 Fnd K6 | — | — | — | $89K | 1.7% | |
| 11 Fidelity Adv Free 2060 Fnd K6 | — | — | — | $79K | 1.6% | |
| Participant Loans 9.00% - 9.50% Interest Rate | — | — | — | $75K | 1.5% | |
| 14 Fidelity Ext Mkt Index Fund | — | — | — | $75K | 1.5% | |
| 25 Vanguard Vangrd Explorer Fund Adm | — | — | — | $65K | 1.3% | |
| 19 John Hancock John Hanck Dis Val Md Cp Fd R6 | — | — | — | $61K | 1.2% | |
| 16 Fidelity Puritan K6 Fund | — | — | — | $58K | 1.1% | |
| s 1 American Funds Amer Fnds New Economy R6 | Mutual Funds | — | — | $57K | 1.1% | |
| 15 Fidelity Mid Cap Idx Fd | — | — | — | $47K | 0.9% | |
| 12 Fidelity Adv Free 2065 Fnd K6 | — | — | — | $39K | 0.8% | |
| 20 MFS International Grw Fund R6 | — | — | — | $36K | 0.7% | |
| 26 Vanguard Vangrd Utilities Ind Fnd Adm | — | — | — | $33K | 0.6% | |
| 21 Neuberg Berm Real Est Fnd R6 | — | — | — | $30K | 0.6% | |
| 18 Janus Henderson Janus Hndr Overseas Fd N | — | — | — | $29K | 0.6% | |
| 22 Principle PGIM High Yield Fund R6 | — | — | — | $26K | 0.5% | |
| 23 PIMCO Intl Bd Fd (US Dl-Hdg) I | — | — | — | $16K | 0.3% | |
| 17 Fidelity Sm Cp Ind Fd | — | — | — | $10K | 0.2% | |
| Money Market Fund 27 Voya* Voya Gov Money Mkt Fund | — | — | — | $8K | 0.2% | |
| 2 American Funds Amer Fnds New World Fund R6 | — | — | — | $6K | 0.1% |
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