Michael del Regno signed Ohio Transmission Holding LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ohio Transmission Holding LLC's EIN is 31-0655871.
Download the official 2024 Form 5500 (PDF) for Ohio Transmission Holding LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohio Transmission Holding LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $81K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2030 Non-Lending Series Fund Class M | Common Collective Trusts | — | $909K | $18.6M | 12.3% | |
| SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $18.6M | 12.3% | |
| Fidelity Growth Company K6 Fund | Mutual Funds | — | $509K | $15.5M | 10.2% | |
| State Street Target Retirement 2035 Non-Lending Series Fund Class M | Common Collective Trusts | — | $703K | $14.9M | 9.9% | |
| SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $14.9M | 9.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $69K | $14.1M | 9.3% | |
| State Street Target Retirement 2040 Non-Lending Series Fund Class M | Common Collective Trusts | — | $500K | $11.0M | 7.3% | |
| SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $11.0M | 7.3% | |
| State Street Target Retirement 2025 Non-Lending Series Fund Class M | Common Collective Trusts | — | $560K | $10.8M | 7.1% | |
| SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $10.8M | 7.1% | |
| State Street Target Retirement 2045 Non-Lending Series Fund Class M | Common Collective Trusts | — | $401K | $9.1M | 6.0% | |
| SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $9.1M | 6.0% | |
| State Street Target Retirement 2050 Non-Lending Series Fund Class M | Common Collective Trusts | — | $335K | $7.7M | 5.1% | |
| SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $7.7M | 5.1% | |
| State Street Target Retirement 2055 Non-Lending Series Fund Class M | Common Collective Trusts | — | $307K | $7.1M | 4.7% | |
| SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $7.1M | 4.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $93K | $4.4M | 2.9% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | $153K | $3.7M | 2.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | $36K | $3.2M | 2.1% | |
| State Street Target Retirement 2060 Non-Lending Series Fund Class M | Common Collective Trusts | — | $128K | $2.8M | 1.8% | |
| SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $2.8M | 1.8% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | $71K | $2.6M | 1.7% | |
| maturing at various dates through February 2034 | Other securities | — | — | $2.5M | 1.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $2.4M | $2.4M | 1.6% | |
| PGIM Total Return Bond Fund Class R6 | Other securities | — | $178K | $2.1M | 1.4% | |
| State Street Target Retirement 2020 Non-Lending Series Fund Class M | Common Collective Trusts | — | $115K | $2.0M | 1.3% | |
| SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $2.0M | 1.3% | |
| Fidelity Investment Grade Bond Fund | Mutual Funds | — | $279K | $2.0M | 1.3% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | Other securities | — | $73K | $2.0M | 1.3% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | $84K | $1.9M | 1.3% | |
| American Beacon Small Cap Value Fund Class R6 | Other securities | — | $68K | $1.7M | 1.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | $147K | $1.5M | 1.0% | |
| BlackRock Mid Cap Growth Equity Portfolio Class K | Other securities | — | $30K | $1.3M | 0.9% | |
| State Street Target Retirement 2065 Non-Lending Series Fund Class M | Common Collective Trusts | — | $55K | $829K | 0.5% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $829K | 0.5% | |
| Principal SmallCap Growth Fund I Class R6 | Other securities | — | $48K | $710K | 0.5% | |
| State Street Target Retirement Income Non-Lending Series Fund Class M | Common Collective Trusts | — | $29K | $448K | 0.3% | |
| SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $448K | 0.3% | |
| U.S. PROPERTY SEPARATE ACCOUNT - R6 PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT · EIN 42-0127290 / PN 001 | Pooled Separate Account | — | — | $69K | <0.1% | |
| FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $75K |
| — |