Omnicom Group Inc. 401(k): best low-cost funds
Omnicom Group Retirement Savings Plan · Plan #004 · NEW York, NY
Not financial advice. This page is educational and built from public government filings. Confirm every fund and fee in your plan's official materials before acting.
$4.5Bnet assets (end of plan year)
35,369participants with balances
24,911active participants
2024-12-31plan year end
Suggested simple Boglehead mix
- US stocks (~60%): Spartan 500 Index Pool Class D
- International stocks (~20-30%): Global ALL CAP Equity Ex-us Index
- Bonds (~10-20%): U.s. Bond Index
Example built from fund names in the filing. Confirm these are on your current menu and check their expense ratios. Adjust the bond share for your age and risk tolerance.
Know this plan's fund menu? Submit it and we'll add a fund-by-fund pick list.
Pooled funds named in the filing (Schedule D)
These are collective trusts and similar pooled funds the plan reported holding. Names that look like index funds are tagged index by keyword, so check them yourself. Mutual funds are not listed by name in the free data.
| Fund | Manager | Type | Plan's holding |
|---|---|---|---|
| Spartan 500 Index Pool Class D index | Geode Capital Management Trust Company, LLC | Common/collective trust | $661.7M |
| Fidelity Contrafund Pool | Fidelity Management Trust Company | Common/collective trust | $511.2M |
| Target Date 2050 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $329.6M |
| Target Date 2045 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $293.6M |
| Target Date 2040 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $281.1M |
| Jpmcb Large CAP Growth Cf-a Class | JP Morgan Chase Bank, N.a. | Common/collective trust | $259.6M |
| Target Date 2055 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $255.6M |
| Target Date 2035 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $240.7M |
| Managed Income Portfolio II | Fidelity Management Trust Company | Common/collective trust | $205.9M |
| Diversified International Pool | Fidelity Management Trust Company | Common/collective trust | $153.8M |
| Target Date 2030 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $149.0M |
| Target Date 2060 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $144.3M |
| William Blair MID CAP Growth CIT | William Blair Collective Investment Trust | Common/collective trust | $125.1M |
| Target Date 2025 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $87.1M |
| Russel Small/mid CAP (pf) Index index | State Street Global Advisor Trust Company | Common/collective trust | $36.1M |
| Target Date 2020 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $33.2M |
| Target Date 2065 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $33.0M |
| U.s. Bond Index index | State Street Global Advisor Trust Company | Common/collective trust | $24.9M |
| Global ALL CAP Equity Ex-us Index index | State Street Global Advisor Trust Company | Common/collective trust | $19.1M |
| Target Date Income Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $10.2M |
| Target Date 2015 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $9.9M |
| Target Date 2010 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $6.3M |
| Empower Guaranteed Income Fund | Empower Trust Company | Common/collective trust | $188,473 |
| Target Date 2070 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Common/collective trust | $46 |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $468.1M | 10.5% |
| Common/collective trusts | $3.9B | 86.6% |
| Employer securities (company stock) | $102.3M | 2.3% |
| Participant loans | $24.0M | 0.5% |
Fees paid from plan assets
| Investment advisory & management fees | $175,750 |
| Total administrative expenses | $1.9M |
Reported administrative expenses were about 0.046% of average plan assets, or about $54 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20250917124745NAL0000550592001. EIN 131514814.