Richard Hoback signed Ohiohealth's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ohiohealth's EIN is 31-1119936.
Download the official 2024 Form 5500 (PDF) for Ohiohealth from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohiohealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | INV. ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER & HOSTETLER LLP | 34-0082025 | — | LEGAL | $600 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus | Mutual Funds | — | — | $5.4M | 12.7% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $5.4M | 12.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $4.5M | 10.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $4.2M | 9.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $3.2M | 7.5% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.2M | 7.4% | |
| Harbor Cap Appr Inst | Other securities | — | — | $3.2M | 7.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.9M | 6.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.8M | 4.3% | |
| Lincoln National Life Insurance Company | Common Stocks | — | — | $1.7M | 4.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.4M | 3.3% | |
| Artisan Small Cap Investor | Other securities | — | — | $1.3M | 3.0% | |
| Vanguard Small Cap Index Institutional | Mutual Funds | — | — | $885K | 2.1% | |
| Vanguard Total International Stock Index Instl | Mutual Funds | — | — | $839K | 2.0% | |
| PGIM Total RTN BD R6 | Other securities | — | — | $684K | 1.6% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $518K | 1.2% | |
| AF Europac Growth R6 | Other securities | — | — | $411K | 1.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $267K | 0.6% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $244K | 0.6% | |
| SS AGGR Bond IDX K | Common Collective Trusts | — | — | $128K | 0.3% | |
| Participant notes receivable | Other securities | — | — | $111K | 0.3% | |
| VI Small Cap Val Y | Other securities | — | — | $81K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $80K | 0.2% | |
| PIF Diversified RL AST I | Other securities | — | — | $34K | <0.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $33K | <0.1% | |
| Brokerage Link | Self-Directed Brokerage | — | — | $15K | <0.1% | |
| VANG INST TR INCOME VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2065 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2020 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2025 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2030 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2035 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2040 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2045 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2050 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2055 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2060 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TARGET RETIREMENT 2070 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INSTL OPS CO | 04-2647786 | — | RECORKEEPING | -$11K | — |
