Plan Snapshot
- Plan Sponsor: Omnicell, INC.
- Sponsor EIN: 943166458
- Sponsor Address: 4220 NORTH FREEWAY, FORT WORTH, TX, 76137
- Plan Type: 401(k)
- Total Participants: 3,172
- Total Assets: $420.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,172 | $420.5M | $6.7M | $32.7M |
| 2023 | 3,113 | $361.7M | $7.9M | $34.6M |
| 2022 | 3,303 | $286.7M | $7.6M | $33.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $134,751 | — | $134,751 |
| NWK GROUP, INC | INVESTMENT ADVISOR | $60,000 | — | $60,000 |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $37,500 | — | $37,500 |
| THOMPSON HINE LLP | ATTORNEY/LEGAL | $35,781 | — | $35,781 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — ACCOUNTANT/AUDITOR
- THOMPSON HINE LLP — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $268,032
- Estimated Expense Ratio: 0.064% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $293,714 | $60,000 | $2,400 | $37,500 | — |
| 2023 | $303,433 | $45,000 | $2,400 | $47,500 | — |
| 2022 | $64,164 | — | — | — | — |