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Original filing (PDF)20251009114917NAL0006932641001
THE BUCKEYE RANCH
Form 5500
FILING_RECEIVED
THE BUCKEYE RANCH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
503
Accounts w/ balance
833
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
9 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BUCKEYE RANCH.
Plan sponsor
Name
THE BUCKEYE RANCH
EIN
31-0642111
Address
4653 E. MAIN STREET · WHITEHALL, OH · 432133298
Phone
(614) 875-2371
Industry
Health Care & Social Assistancesee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHALEN CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV | 25-1857157 | — | NONE | $65K | — |
| SCHNEIDER DOWNS RETIREMENT SOLUTION | 47-3764076 | — | NONE | $10K | — |
Investments
28 direct securities · 9 pooled funds· $19.8M(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
$10.0M
28 holdings
Common Collective Trust
$9.9M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.8M | 24.5% | |
| PGIM TOTAL RETURN BOND FUND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.6M | 8.3% | |
| T Rowe Price Capital Appreciation Fund N/A | — | — | — | $1.2M | 6.0% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.1M | 5.7% | |
| Pimco Income Fund Institutional Class N/A | — | — | — | $1.1M | 5.5% | |
| BLACKROCK MSCI ACWI EX-US INDEX FD GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $827K | 4.2% | |
| Baird Aggregate Bond Fund CL Institutional N/A | — | — | — | $815K | 4.2% | |
| WCM Investment Mgmt Focused International Growth Fund Institutional N/A | — | — | — | $755K | 3.9% | |
| Vanguard Target Retirement 2060 Fund N/A | — | — | — | $712K | 3.6% | |
| Vanguard Target Retirement 2055 Fund N/A | — | — | — | $575K | 2.9% | |
| EMERGING MARKETS FUND CLASS GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $558K | 2.8% | |
| Undiscovered Managers Behavioral Val R6 N/A | — | — | — | $555K | 2.8% | |
| Vanguard Target Retirement 2035 Fund N/A | — | — | — | $517K | 2.6% | |
| Brown Capital Market To Market Small Company Fund Institutional Class N/A | — | — | — | $510K | 2.6% | |
| Met Life Stable Return Fund N/A | — | — | — | $459K | 2.3% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $459K | 2.3% | |
| Vanguard REIT Index Admiral Share Fund N/A | — | — | — | $418K | 2.1% | |
| Brown Capital Management International Small Company N/A | — | — | — | $409K | 2.1% | |
| Vanguard Target Retirement 2050 Fund N/A | — | — | — | $312K | 1.6% | |
| LARGE CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $307K | 1.6% | |
| Vanguard Target Retirement 2045 Fund N/A | — | — | — | $305K | 1.6% | |
| Vanguard Target Retirement 2030 Fund N/A | — | — | — | $218K | 1.1% | |
| Dodge & Cox Dodge & Cox Stock Fund N/A | — | — | — | $205K | 1.0% | |
| Vanguard Target Retirement 2065 Fund N/A | — | — | — | $197K | 1.0% | |
| AQR Large Cap Defense Style Fund Cl R6 N/A | — | — | — | $189K | 1.0% | |
| Vanguard Select Value Investor Fund N/A | — | — | — | $144K | 0.7% | |
| Vanguard Target Retirement 2040 Fund N/A | — | — | — | $133K | 0.7% | |
| BLACKROCK RUSSELL 2000 INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $123K | 0.6% | |
| Dimensional Fund Advisors DFA International Small Cap Value Fund N/A | — | — | — | $76K | 0.4% | |
| Primecap Odyssey Aggressive Growth Fund N/A | — | — | — | $53K | 0.3% | |
| Victory Sycamore Established Value R6 N/A | — | — | — | $51K | 0.3% | |
| BLACKROCK U. S. DEBT INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $44K | 0.2% | |
| Vanguard Target Retirement 2020 Fund N/A | — | — | — | $40K | 0.2% | |
| Vanguard Target Retirement 2025 Fund N/A | — | — | — | $35K | 0.2% | |
| Pimco Commodity Real Return Institutional Fund N/A | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement Income Fund N/A | — | — | — | $11K | <0.1% | |
| Pimco Real Return Fund Institutinal Class N/A | — | — | — | $2K | <0.1% |
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