Gregory Decker signed Mid-Ohio Emergency Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mid-Ohio Emergency Services, LLC's EIN is 31-1603722.
Download the official 2024 Form 5500 (PDF) for Mid-Ohio Emergency Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mid-Ohio Emergency Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PERSONAL CHOICE RETIREMENT ACCTS Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $49.1M | 49.3% | |
| HARBOR CAPITAL APPRECIATION Mutual Fund | Other securities | — | — | $7.8M | 7.9% | |
| T ROWE PRICE EQUITY INCOME Mutual Fund | Mutual Funds | — | — | $4.5M | 4.5% | |
| OAKMARK INVESTOR Mutual Fund | Other securities | — | — | $4.4M | 4.4% | |
| PRIMECAP ODYSSEY AGGR GROWTH Mutual Fund | Mutual Funds | — | — | $3.9M | 3.9% | |
| MAIN STAY EPOCH US EQUITY YLD Mutual Fund | Other securities | — | — | $3.4M | 3.4% | |
| OAKMARK INTERNATIONAL INVESTOR Mutual Fund | Other securities | — | — | $3.3M | 3.3% | |
| VANGUARD SELECTED VALUE Mutual Fund | Mutual Funds | — | — | $2.3M | 2.3% | |
| HARBOR BOND FUND Mutual Fund | Other securities | — | — | $2.2M | 2.2% | |
| HARBOR INTERNATIONAL FUND Mutual Fund | Other securities | — | — | $2.1M | 2.1% | |
| FIDELITY CAPITAL INCOME Mutual Fund | Mutual Funds | — | — | $2.1M | 2.1% | |
| WASATCH SMALL CAP GROWTH FUND Mutual Fund | Other securities | — | — | $1.5M | 1.5% | |
| FMI LARGE CAP Mutual Fund | Other securities | — | — | $1.4M | 1.4% | |
| CARILLON CLARIVEST INTERNATIONAL I Mutual Fund | Other securities | — | — | $1.3M | 1.3% | |
| SCHWAB BANK SAVINGS Money Market Fund | Mutual Funds | — | — | $1.2M | 1.2% | |
| LOOMIS SAYLES BOND RETAIL Mutual Fund | Other securities | — | — | $1.0M | 1.0% | |
| BOGLE SMALL CAP GROWTH INSTL Mutual Fund | Other securities | — | — | $901K | 0.9% | |
| AMG FAIRPOINTE MID CAP CL I Mutual Fund | Other securities | — | — | $863K | 0.9% | |
| SCHWAB US TRSY MONEY INV Mutual Fund ** 959 * SCHWAB TOTAL STK MARKET INDEX Mutual Fund | Mutual Funds | — | — | $780K | 0.8% | |
| ROYCE PENNSYLVANIA MUTUAL INV Mutual Fund | Other securities | — | — | $461K | 0.5% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | Mutual Funds | — | — | $290K | 0.3% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Interest Rates at 4.25% - 9.50% | Bonds / Notes | — | — | $242K | 0.2% | |
| VANGUARD TTL BOND MKT IDX ADM Mutual Fund | Common Collective Trusts | — | — | $167K | 0.2% |
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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $24K | — |
| NVEST WEALTH STRATEGIES INC | 20-4461414 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
