Carmel ANN BUDO signed Ohio Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ohio Management, LLC's EIN is 01-0631450.
Download the official 2024 Form 5500 (PDF) for Ohio Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohio Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE CO. | 13-5570651 | — | RECORD KEEPER | $14K | — |
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.
| PI | % 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 | Pooled Separate Accounts | — | — | $1.1M | 27.4% | |
| Equitable Life Insurance Company Momentum Solutions Group Annuity Contract | Common Stocks | — | — | $773K | 19.3% | |
| EQ/Mid Cap Index Pooled Separate Account | Pooled Separate Accounts | — | — | $660K | 16.5% | |
| T. Rowe Price Growth Stock R Pooled Separate Account | Pooled Separate Accounts | — | — | $228K | 5.7% | |
| Columbia Dividend Income Fund R Pooled Separate Account | Pooled Separate Accounts | — | — | $199K | 5.0% | |
| Fidelity VIP Investment Grade Bond Port Pooled Separate Account | Pooled Separate Accounts | — | — | $195K | 4.9% | |
| Invesco International Diversified R Pooled Separate Account | Pooled Separate Accounts | — | — | $152K | 3.8% | |
| Federated Hermes Clover Small Value R Pooled Separate Account | Pooled Separate Accounts | — | — | $112K | 2.8% | |
| EQ/Money Market Pooled Separate Account | Pooled Separate Accounts | — | — | $106K | 2.6% | |
| Franklin High Income Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $100K | 2.5% | |
| Notes receivable from participants Bearing interest at 4.25% - 9.5% | Bonds / Notes | — | — | $90K | 2.2% | |
| EQ/AB Small Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $72K | 1.8% | |
| T. Rowe Price Retirement 2035 R Pooled Separate Account | Pooled Separate Accounts | — | — | $71K | 1.8% | |
| EQ/Small Company Index Pooled Separate Account | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $29K | 0.7% | |
| T. Rowe Price Retirement 2015 R Pooled Separate Account ** 105 T. Rowe Price Retirement 2020 R Pooled Separate Account | Pooled Separate Accounts | — | — | $27K | 0.7% | |
| MFS International Growth R1 Pooled Separate Account | Pooled Separate Accounts | — | — | $16K | 0.4% | |
| T. Rowe Price Retirement 2055 R Pooled Separate Account ** 459 T. Rowe Price Retirement 2060 R Pooled Separate Account | Pooled Separate Accounts | — | — | $15K | 0.4% | |
| AmericanCentury Short Dur in Pro Bond R Pooled Separate Account | Pooled Separate Accounts | — | — | $6K | 0.2% | |
| American Funds New World R2 Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2005 R Pooled Separate Account ** 307 T. Rowe Price Retirement 2010 R Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2025 R Pooled Separate Account ** 186 T. Rowe Price Retirement 2030 R Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Invesco Global Real Estate R Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
