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Original filing (PDF)20251015131435NAL0009765954001
ONEIDA INNOVATIONS GROUP, LLC
Form 5500
FILING_RECEIVED
ONEIDA INNOVATIONS GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
215
Accounts w/ balance
219
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONEIDA INNOVATIONS GROUP, LLC.
Plan sponsor
Name
ONEIDA INNOVATIONS GROUP, LLC
EIN
87-3795194
Address
579A MAIN STREET, SUITE 5 · ONEIDA, NY · 13421
Phone
(315) 361-7716
Industry
Professional & Technical Servicessee all
Plan administrator
Name
ONEIDA INNOVATIONS GROUP, LLC EMPLOYEE BENEFIT PLAN & INVESTMENT COMM
EIN
93-2316253
City
ONEIDA, NY
Phone
(315) 361-8037
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FUSTCHARLES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $621 | — |
Investments
29 direct securities · 1 pooled fund· $15.6M(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
$15.1M
27 holdings
Mutual Funds
$442K
2 holdings
Common Collective Trust
$124K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 K Mutual fund - 146,506 shares | — | — | — | $2.0M | 12.6% | |
| Fidelity Freedom 2030 K Mutual fund - 108,261 shares | — | — | — | $1.9M | 12.2% | |
| Vanguard 500 Index Adm Mutual fund - 3,379 shares | — | — | — | $1.8M | 11.7% | |
| Fidelity Freedom 2040 K Mutual fund - 133,944 shares | — | — | — | $1.5M | 9.9% | |
| Fidelity Freedom 2035 K Mutual fund - 93,795 shares | — | — | — | $1.5M | 9.4% | |
| Harbor Cap Appreciation Inv Mutual fund -14,010 shares | — | — | — | $1.4M | 9.3% | |
| Fidelity Freedom 2025 K Mutual fund - 67,116 shares | — | — | — | $913K | 5.8% | |
| Fidelity Freedom 2055 K Mutual fund - 47,543 shares | — | — | — | $752K | 4.8% | |
| Fidelity Freedom 2050 K Mutual fund - 47,700 shares | — | — | — | $651K | 4.2% | |
| Fidelity Balanced Mutual fund - 17,921 shares | — | — | — | $530K | 3.4% | |
| Fidelity Large Cap Growth Index Mutual fund - 10,246 shares | — | — | — | $401K | 2.6% | |
| Fidelity Freedom 2020 K Mutual fund - 23,461 shares | — | — | — | $337K | 2.2% | |
| s, Continued Loomis Sayles Small Cap Growth Mutual fund - 9,363 shares | Mutual Funds | — | — | $278K | 1.8% | |
| Notes Receivable from Participants * Various participants Notes receivable maturing at dates through January 2028, with interest rates ranging from 4.25% to 9.50% - | — | — | — | $276K | 1.8% | |
| Fidelity Freedom 2060 K Mutual fund - 13,887shares | — | — | — | $201K | 1.3% | |
| Vanguard Total International Stock Mutual fund - 5,561 shares | — | — | — | $176K | 1.1% | |
| American Funds Europacific Growth Mutual fund - 3,145 shares | Mutual Funds | — | — | $165K | 1.1% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Mutual fund - 4,783 shares | — | — | — | $129K | 0.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $124K | 0.8% | |
| Fidelity Total Bond Mutual fund - 11,760 shares | — | — | — | $111K | 0.7% | |
| Fidelity Extended Market Index Mutual fund - 1078 shares | — | — | — | $98K | 0.6% | |
| Fidelity large-cap Growth Index Fund Mutual fund - 37 shares ** 670 MassMutual Select Mid Cap Growth Mutual fund - 4,389 shares | — | — | — | $85K | 0.5% | |
| Fidelity Freedom 2065 K Mutual fund - 5,369 shares | — | — | — | $71K | 0.5% | |
| Vanguard Total Bond Market Admiral Mutual fund - 7,350 shares | — | — | — | $70K | 0.4% | |
| JP Morgan Value Advantage Mutual fund - 1,215 shares | — | — | — | $46K | 0.3% | |
| Vanguard Small Cap Value Index Fund Admiral Mutual fund - 234 shares | — | — | — | $20K | 0.1% | |
| Fidelity Freedom 2010 K Mutual fund - 1374 shares | — | — | — | $19K | 0.1% | |
| Principal Real Estate Securities Mutual fund - 122 shares | — | — | — | $3K | <0.1% | |
| Vanguard Federal Money Market Fund Mutual fund - 3,093shares | — | — | — | $3K | <0.1% | |
| Fidelity Freedom 2070 K Mutual fund - 103 shares | — | — | — | $1K | <0.1% |
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