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Original filing (PDF)20251015184502NAL0011078194001
O'MELVENY & MYERS LLP
Form 5500
FILING_RECEIVED
O'MELVENY & MYERS LLP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,284
Accounts w/ balance
2,134
Plan assets (EOY)
$878.6M
Net assets (EOY)
$878.6M
How this plan invests
This plan
4 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)
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 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O'MELVENY & MYERS LLP.
Plan sponsor
Name
O'MELVENY & MYERS LLP
EIN
95-1066597
Address
400 SOUTH HOPE STREET, SUITE 1900 · LOS ANGELES, CA · 900712899
Phone
(213) 430-6000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
O'MELVENY & MYERS LLP RETIREMENT & EMPLOYEE BENEFITS COMMITTEE
EIN
95-4121785
City
LOS ANGELES, CA
Phone
(213) 430-6000
Plan characteristics
Plan number
003
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPP RETIREMNET PLAN SPECIALISTS LLC | 20-1301962 | — | RECORDKEEPER | $6K | — |
| FIIOC INC | 04-2647786 | — | RECORDKEEPER | -$63K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISOR | $14K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | AUDITOR | $37K | — |
Investments
21 direct securities · 4 pooled funds· $972.3M(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
$795.3M
20 holdings
Common Collective Trust
$132.7M
4 holdings
Mutual Funds
$44.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-directed Brokerage Accounts * Self-directed Brokerage Accounts Various | — | — | — | $164.6M | 18.7% | |
| Fidelity 500 Index Fund Inst Mutual Fund Shares | — | — | — | $153.9M | 17.5% | |
| GG TRP Large Cap Growth CIT S Collective Trust | — | — | — | $82.6M | 9.4% | |
| GREAT GRAY T. ROWE PRICE LC GROWTH GREAT GRAY TRUST COMPANY LLC · EIN 38-7289848 / PN 000 | Common Collective Trust | — | — | $82.6M | 9.4% | |
| Fidelity Freedom Index 2040 Fund - Class W Mutual Fund Shares | — | — | — | $72.2M | 8.2% | |
| Fidelity Freedom Index 2030 Fund - Class W Mutual Fund Shares | — | — | — | $54.8M | 6.2% | |
| Fidelity Freedom Index 2050 Fund - Class W Mutual Fund Shares | — | — | — | $52.2M | 5.9% | |
| Dodge & Cox Stock Mutual Fund Shares | Mutual Funds | — | — | $44.3M | 5.0% | |
| Vanguard Mid-Cap Index Fund Mutual Fund Shares | — | — | — | $31.3M | 3.6% | |
| Fidelity Total International Index Fund Mutual Fund Shares | — | — | — | $31.3M | 3.6% | |
| Collective Trust Fund GG TRP Stable Value CIT S Collective Trust | — | — | — | $27.0M | 3.1% | |
| GREAT GRAY T. ROWE PRICE STABLE VAL GREAT GRAY TRUST COMPANY LLC · EIN 86-1182766 / PN 000 | Common Collective Trust | — | — | $27.0M | 3.1% | |
| Fidelity Low-Priced Stock Fund - Class K Mutual Fund Shares | — | — | — | $26.4M | 3.0% | |
| PRUDENTIAL CORE PLUS BOND 15 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $23.1M | 2.6% | |
| Fidelity Freedom Index 2020 Fund - Class W Mutual Fund Shares | — | — | — | $21.9M | 2.5% | |
| Fidelity BrokerageLink Mutual Fund Shares | — | — | — | $16.0M | 1.8% | |
| Fidelity Puritan Fund - Class K Mutual Fund Shares | — | — | — | $15.7M | 1.8% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund Shares | — | — | — | $13.6M | 1.5% | |
| Vanguard Cash Reserves Federal MM Fund Mutual Fund Shares | — | — | — | $12.5M | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund Shares | — | — | — | $7.0M | 0.8% | |
| Fidelity Freedom Index 2010 Fund - Class W Mutual Fund Shares | — | — | — | $5.4M | 0.6% | |
| Vanguard Total Bond Market Index Mutual Fund Shares | — | — | — | $4.9M | 0.6% | |
| Vanguard Short-Term Inflation- Protected Securities Index Fund Mutual Fund Shares | — | — | — | $1.4M | 0.2% | |
| Fidelity Freedom Index Income Fund Mutual Fund Shares | — | — | — | $727K | <0.1% | |
| FIDELITY MANAGED INC PORTFOLIO II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |