Ohio Gastroenterology Group Inc.'s EIN is 31-0834038.
Download the official 2024 Form 5500 (PDF) for Ohio Gastroenterology Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohio Gastroenterology Group Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORIENT | — | COLUMBUS, OH | NONE | $44K | — |
| MERRILL LYNCH (ATLAS WEATH MGT) | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | $23.0M | $13.1M | 21.8% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | $3.7M | $5.5M | 9.2% | |
| Schwab Self-Direct Invest Fund V | Mutual Funds | — | $5.4M | $5.4M | 8.9% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | $3.5M | $3.9M | 6.5% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | $3.3M | $3.8M | 6.3% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | $1.9M | $2.2M | 3.6% | |
| Dodge & Cox Income Fund I | Mutual Funds | — | $1.7M | $1.7M | 2.8% | |
| T. Rowe Price Growth Stock Inv | Other securities | — | $1.2M | $1.6M | 2.7% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | $1.3M | $1.5M | 2.4% | |
| Dodge & Cox Internationa Stock Fund | Mutual Funds | — | $1.3M | $1.4M | 2.4% | |
| DFA U. S. Large Cap Value Portfolio | Mutual Funds | — | $1.2M | $1.4M | 2.3% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | $1.2M | $1.4M | 2.3% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | $1.3M | $1.3M | 2.1% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | $1.1M | $1.1M | 1.9% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | $981K | $1.1M | 1.8% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | $764K | $883K | 1.5% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | $717K | $841K | 1.4% | |
| Vanguard Cash Reserves Federal MM | Mutual Funds | — | $778K | $778K | 1.3% | |
| DFA Emerging Mkts Small Cap Port I | Mutual Funds | — | $739K | $737K | 1.2% | |
| DFA U.S. Targeted Value Portfolio I | Mutual Funds | — | $568K | $685K | 1.1% | |
| Vanguard Total Bond Market Index Ad | Mutual Funds | — | $718K | $681K | 1.1% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | $379K | $466K | 0.8% | |
| Vanguard Total Intl Bond Index Adm | Mutual Funds | — | $477K | $442K | 0.7% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | $372K | $422K | 0.7% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | $434K | $394K | 0.7% | |
| Vanguard Target Retirement Income | Mutual Funds | — | $286K | $285K | 0.5% | |
| Nicholas Equity Income I | Other securities | — | $226K | $239K | 0.4% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | $234K | $237K | 0.4% | |
| Neuberger Berman Genesis Instl | Other securities | — | $155K | $161K | 0.3% | |
| American Funds American Balanced R6 | Mutual Funds | — | $141K | $155K | 0.3% | |
| Participant Loans | Participant loans | — | $144K | $131K | 0.2% | |
| Invesco Oppy Intl Growth R6 | Mutual Funds | — | $157K | $126K | 0.2% | |
| Allspring Small Co Growth Instl | Common Stocks | — | $111K | $91K | 0.2% | |
| Schwab Self-Direct Cash Fund V | Mutual Funds | — | $62K | $62K | 0.1% | |
| PIMCO Low Duration Instl | Mutual Funds | — | $31K | $30K | <0.1% | |
| Vanguard Target Retirment 2070 Fund | Mutual Funds | — | $9K | $11K | <0.1% | |
| Hatteras Core Alternative TEI LLC | Other securities | — | $861 | $861 | <0.1% | |
| Schwab Government Money Fund | Mutual Funds | — | $10 | $10 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $17K |
| — |
| THE JOSEPH GROUP LLC | — | COLUMBUS, OH | NONE | $12K | — |
