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Original filing (PDF)20250919112035NAL0002990051001
OMNICELL, INC.
Form 5500
FILING_RECEIVED
OMNICELL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure50% in single holding
Active participants
3,172
Accounts w/ balance
4,057
Plan assets (EOY)
$420.5M
Net assets (EOY)
$420.5M
How this plan invests
This plan
14 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Total Total" is 50% of plan.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMNICELL, INC..
Plan sponsor
Name
OMNICELL, INC.
EIN
94-3166458
Address
4220 NORTH FREEWAY · FORT WORTH, TX · 76137
Phone
(650) 251-6100
Industry
Manufacturingsee 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
2025-09-19
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $135K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWK GROUP, INC | 20-2154904 | — | INVESTMENT ADVISOR | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $38K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON HINE LLP | — | OHIO, OH | ATTORNEY/LEGAL | $36K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
36 direct securities · 14 pooled funds· $1.0B(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
$841.0M
36 holdings
Common Collective Trust
$190.2M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Total | — | — | — | $420.5M | 100.0% | |
| Fidelity Spartan 500 Index Fund Mutual Fund | — | — | — | $69.8M | 16.6% | |
| JP Morgan Large Cap Growth Fund R6 Mutual Fund | — | — | — | $43.9M | 10.4% | |
| Fidelity Institutional Asset Management Blend TD 2040 Q Common Collective Trust | — | — | — | $37.0M | 8.8% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $37.0M | 8.8% | |
| Fidelity Institutional Asset Management Blend TD 2045 Q Common Collective Trust | — | — | — | $29.6M | 7.0% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $29.6M | 7.0% | |
| Fidelity Institutional Asset Management Blend TD 2030 Q Common Collective Trust | — | — | — | $26.0M | 6.2% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $26.0M | 6.2% | |
| Fidelity Institutional Asset Management Blend TD 2035 Q Common Collective Trust | — | — | — | $25.7M | 6.1% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $25.7M | 6.1% | |
| Fidelity Institutional Asset Management Blend TD 2050 Q Common Collective Trust | — | — | — | $24.4M | 5.8% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $24.4M | 5.8% | |
| Fidelity Institutional Asset Management Blend TD 2055 Q Common Collective Trust | — | — | — | $16.9M | 4.0% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $16.9M | 4.0% | |
| Vanguard Equity Income Admin Fund Mutual Fund | — | — | — | $16.8M | 4.0% | |
| Fidelity Institutional Asset Management Blend TD 2025 Q Common Collective Trust | — | — | — | $13.0M | 3.1% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $13.0M | 3.1% | |
| Triple Middle Cap Growth Fund Mutual Fund | — | — | — | $10.7M | 2.6% | |
| Vanguard Treasury Money Market Money Market Fund | — | — | — | $9.2M | 2.2% | |
| Janus Triton I Fund Mutual Fund | — | — | — | $8.7M | 2.1% | |
| Fidelity Total Bond Index Fund K6 Mutual Fund | — | — | — | $7.7M | 1.8% | |
| Fidelity Institutional Asset Management Blend TD 2060 Q Common Collective Trust | — | — | — | $7.6M | 1.8% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $7.6M | 1.8% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | — | — | — | $7.3M | 1.7% | |
| with various maturities through November 2033 0 | — | — | — | $6.3M | 1.5% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund | — | — | — | $5.9M | 1.4% | |
| Fidelity Institutional Asset Management Blend TD 2020 Q Common Collective Trust | — | — | — | $5.9M | 1.4% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $5.9M | 1.4% | |
| Vanguard Small-Cap Value Index Admin Fund Mutual Fund | — | — | — | $5.5M | 1.3% | |
| MFS International Growth R6 Fund Mutual Fund | — | — | — | $5.1M | 1.2% | |
| Vanguard International Value Mutual Fund | — | — | — | $4.8M | 1.1% | |
| Fidelity Mid-Cap Index Fund Mutual Fund | — | — | — | $4.7M | 1.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $4.1M | 1.0% | |
| Prudential Short-Term Corporate Bond Fund Mutual Fund | — | — | — | $3.6M | 0.9% | |
| Fidelity Global Equity Income Fund Mutual Fund | — | — | — | $3.2M | 0.8% | |
| Prudential High Yield R6 Mutual Fund | — | — | — | $3.1M | 0.7% | |
| Vanguard Balanced Index Admin Fund Mutual Fund | — | — | — | $2.9M | 0.7% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $2.7M | 0.6% | |
| DFA Global Real Estate Fund Mutual Fund | — | — | — | $2.3M | 0.5% | |
| DFA Commodity Strategy I Fund Mutual Fund | — | — | — | $2.0M | 0.5% | |
| Fidelity Institutional Asset Management Blend TD 2065 Q Common Collective Trust | — | — | — | $1.9M | 0.4% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| Fidelity Institutional Asset Management Blend TD 2015 Q Common Collective Trust | — | — | — | $1.3M | 0.3% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $1.3M | 0.3% | |
| Fidelity Institutional Asset Management Blend TD INC Q Common Collective Trust | — | — | — | $612K | 0.1% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $612K | 0.1% | |
| Fidelity Institutional Asset Management Blend TD 2010 Q Common Collective Trust | — | — | — | $357K | <0.1% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $357K | <0.1% | |
| FID FRDM BLND 2005 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
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