Omnicom Group Inc. 401(k): best low-cost funds
Omnicom Group Retirement Savings Plan · Plan #004 · NEW York, NY
Suggested simple Boglehead mix
- US stocks (~60%): Fidelity 500 Index Fund
- International stocks (~20-30%): State Street Global All Cap Equity Ex-U.S. Index Fund Class II
- Bonds (~10-20%): State Street U.S. Bond Index Fund Class XIV
Fund names from the plan's public SEC Form 11-K filed 2025-06-30 (fund list in the annual report). Confirm they are on your current menu and check 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.
FAQ
What are the best low-cost funds in the Omnicom Group Inc. 401(k)?
Based on public filings, index options include Fidelity 500 Index Fund (US stocks), State Street Global All Cap Equity Ex-U.S. Index Fund Class II (international stocks) and State Street U.S. Bond Index Fund Class XIV (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the Omnicom Group Inc. 401(k)?
It appears so: the filing lists a US stock index fund, an international index fund and a bond index fund. The split between them depends on your own goals and risk tolerance.
How big is the Omnicom Group Inc. 401(k) plan?
The plan reported about $4.5B in net assets and 35,369 participants with balances for plan year 2024, according to its DOL Form 5500 filing.
Where does this data come from?
From public U.S. Department of Labor Form 5500 filings (EFAST2) and, where noted, the plan's SEC Form 11-K. Data can be outdated or incomplete, and this page is not financial advice.
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