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Original filing (PDF)20250916135717NAL0001210899001
OLD DOMINION ELECTRIC COOPERATIVE
Form 5500
FILING_RECEIVED
ODEC 401(K) PLAN
401(k) retirement plan
Active participants
140
Accounts w/ balance
167
Plan assets (EOY)
$42.9M
Net assets (EOY)
$42.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLD DOMINION ELECTRIC COOPERATIVE.
Plan sponsor
Name
OLD DOMINION ELECTRIC COOPERATIVE
EIN
23-7048405
Address
INNSBROOK CORPORATE CENTER · 4201 DOMINION BOULEVARD · GLEN ALLEN, VA · 23060
Phone
(804) 968-7152
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
YOUNT, HYDE & BARBOUR PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $50K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
28 direct securities · 2 pooled funds· $45.9M(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
$38.9M
27 holdings
Common Collective Trust
$6.4M
2 holdings
Mutual Funds
$536K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $8.8M | 20.6% | |
| MASSMTL POOLED STABLE TRUST CLASS R MASSMUTUAL · EIN 38-7271376 / PN 757 | Common Collective Trust | — | — | $5.8M | 13.6% | |
| T. Rowe Price Lrg Cp Gr I Mutual Fund | — | — | — | $5.6M | 13.0% | |
| Vanguard Equity Income Adm Mutual Fund | — | — | — | $3.0M | 7.0% | |
| Baird Core Plus Bond Inst Mutual Fund | — | — | — | $2.8M | 6.6% | |
| Self-managed brokerage accounts Registered Investment Funds | — | — | — | $2.4M | 5.6% | |
| Charles Schwab Instl Personal Choice Retment Account | — | — | — | $2.4M | 5.6% | |
| MFS Intl Diversification R6 Mutual Fund | — | — | — | $1.5M | 3.5% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $1.4M | 3.3% | |
| Massmutual MassMtl Mid Cap Gr I | — | — | — | $1.3M | 3.1% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $1.3M | 3.0% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $1.2M | 2.9% | |
| JPMorgan Small Cap Growth R6 Mutual Fund | — | — | — | $1.2M | 2.9% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $804K | 1.9% | |
| American Funds 2045 Trgt Dt Ret R6 Mutual Fund | — | — | — | $708K | 1.6% | |
| Vanguard International Growth Adm Mutual Fund | — | — | — | $669K | 1.6% | |
| WILMINGTON TR FRANKLIN SM CP VAL CL WILMINGTON TRUST · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $593K | 1.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $569K | 1.3% | |
| maturities through 2029 | — | — | — | $569K | 1.3% | |
| American Funds 2035 Trgt Dt Ret R6 Mutual Fund | — | — | — | $558K | 1.3% | |
| Vanguard Utilities Index Adm Mutual Fund | — | — | — | $553K | 1.3% | |
| American Funds 2020 Trgt Dt Ret R6 Mutual Fund | Mutual Funds | — | — | $536K | 1.2% | |
| American Funds 2050 Trgt Dt Ret R6 Mutual Fund | — | — | — | $394K | 0.9% | |
| American Funds 2040 Trgt Dt Ret R6 Mutual Fund | — | — | — | $341K | 0.8% | |
| American Funds 2055 Trgt Dt Ret R6 Mutual Fund | — | — | — | $181K | 0.4% | |
| American Funds 2030 Trgt Dt Ret R6 Mutual Fund | — | — | — | $168K | 0.4% | |
| American Funds 2060 Trgt Dt Ret R6 Mutual Fund | — | — | — | $134K | 0.3% | |
| American Funds 2025 Trgt Dt Ret R6 Mutual Fund | — | — | — | $115K | 0.3% | |
| American Funds 2065 Trgt Dt Ret R6 Mutual Fund | — | — | — | $92K | 0.2% | |
| Cash Reserve Account Mutual Fund | — | — | — | $2K | <0.1% |
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