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Original filing (PDF)20251015131854NAL0002472259001
OHIO MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
OHIO MANAGEMENT, LLC PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
144
Accounts w/ balance
144
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "EQ/ Equity 500 Index Pooled Separate Account" is 27% of plan.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO MANAGEMENT, LLC.
Plan sponsor
Name
OHIO MANAGEMENT, LLC
EIN
01-0631450
Address
2723 N HULLEN ST · METAIRIE, LA · 70002
Phone
(504) 887-1443
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERICKSEN KRENTEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE CO. | 13-5570651 | — | RECORD KEEPER | $14K | — |
Investments
23 direct securities · 1 pooled fund· $7.2M(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
$4.0M
23 holdings
Pooled Separate Account
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $3.1M | 78.5% | |
| EQ/ Equity 500 Index Pooled Separate Account | — | — | — | $1.1M | 27.4% | |
| Equitable Life Insurance Company Momentum Solutions Group Annuity Contract | — | — | — | $773K | 19.3% | |
| EQ/Mid Cap Index Pooled Separate Account | — | — | — | $660K | 16.5% | |
| T. Rowe Price Growth Stock R Pooled Separate Account | — | — | — | $228K | 5.7% | |
| Columbia Dividend Income Fund R Pooled Separate Account | — | — | — | $199K | 5.0% | |
| Fidelity VIP Investment Grade Bond Port Pooled Separate Account | — | — | — | $195K | 4.9% | |
| Invesco International Diversified R Pooled Separate Account | — | — | — | $152K | 3.8% | |
| Federated Hermes Clover Small Value R Pooled Separate Account | — | — | — | $112K | 2.8% | |
| EQ/Money Market Pooled Separate Account | — | — | — | $106K | 2.6% | |
| Franklin High Income Fund Pooled Separate Account | — | — | — | $100K | 2.5% | |
| Notes receivable from participants Bearing interest at 4.25% - 9.5% | — | — | — | $90K | 2.2% | |
| EQ/AB Small Cap Growth Pooled Separate Account | — | — | — | $72K | 1.8% | |
| T. Rowe Price Retirement 2035 R Pooled Separate Account | — | — | — | $71K | 1.8% | |
| EQ/Small Company Index Pooled Separate Account | — | — | — | $52K | 1.3% | |
| T. Rowe Price Retirement 2040 R Pooled Separate Account ** 856 T. Rowe Price Retirement 2045 R Pooled Separate Account ** 290 T. Rowe Price Retirement 2050 R Pooled Separate Account | — | — | — | $29K | 0.7% | |
| T. Rowe Price Retirement 2015 R Pooled Separate Account ** 105 T. Rowe Price Retirement 2020 R Pooled Separate Account | — | — | — | $27K | 0.7% | |
| MFS International Growth R1 Pooled Separate Account | — | — | — | $16K | 0.4% | |
| T. Rowe Price Retirement 2055 R Pooled Separate Account ** 459 T. Rowe Price Retirement 2060 R Pooled Separate Account | — | — | — | $15K | 0.4% | |
| AmericanCentury Short Dur in Pro Bond R Pooled Separate Account | — | — | — | $6K | 0.2% | |
| American Funds New World R2 Pooled Separate Account | — | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2005 R Pooled Separate Account ** 307 T. Rowe Price Retirement 2010 R Pooled Separate Account | — | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2025 R Pooled Separate Account ** 186 T. Rowe Price Retirement 2030 R Pooled Separate Account | — | — | — | $1K | <0.1% | |
| Invesco Global Real Estate R Pooled Separate Account | — | — | — | $1K | <0.1% |
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