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Original filing (PDF)20251015090837NAL0005618336002
SALO INC.
Form 5500
FILING_RECEIVED
SALO INCORPORATED 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
612
Accounts w/ balance
961
Plan assets (EOY)
$27.5M
Net assets (EOY)
$27.5M
How this plan invests
This plan
36 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)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALO INC..
Plan sponsor
Name
SALO INC.
EIN
31-1692726
Address
300 W. WILSON BRIDGE RD, SUITE 250 · WORTHINGTON, OH · 430852271
Phone
(614) 436-9404
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FLAGEL HUBER FLAGEL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWISHER FINANCIAL CONCEPTS | 81-0556507 | — | — | $48K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | — | $800 | — |
Investments
36 pooled funds· $27.0M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4.6M | 16.8% | |
| VANGUARD TARGET RETIREMENT 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2.8M | 10.3% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2.0M | 7.1% | |
| JPMORGAN US EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.6M | 5.7% | |
| VANGUARD TARGET RETIREMENT 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.2M | 4.5% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.1M | 4.1% | |
| VANGUARD TARGET RETIREMENT 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.1M | 4.1% | |
| AMERICAN FUNDS BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.1M | 4.1% | |
| T ROWE PRICE SCIENCE AND TECHNOLOGY JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.1M | 4.0% | |
| VANGUARD SMALL CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $939K | 3.4% | |
| AMERICAN FUNDS WASHINGTON MUTUAL JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $899K | 3.3% | |
| VANGUARD TARGET RETIREMENT 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $834K | 3.0% | |
| VANGUARD TARGET RETIREMENT 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $818K | 3.0% | |
| VANGUARD TARGET RETIREMENT 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $803K | 2.9% | |
| JOHN HANCOCK MONEY MARKET JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $723K | 2.6% | |
| VANGUARD TARGET RETIREMENT 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $679K | 2.5% | |
| JOHN HANCOCK DISCIPINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $468K | 1.7% | |
| VANGUARD TARGET RETIREMENT 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $450K | 1.6% | |
| CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $418K | 1.5% | |
| VANGUARD TARGET RETIREMENT INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $416K | 1.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $359K | 1.3% | |
| VANGUARD MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $335K | 1.2% | |
| VANGUARD MID CAP 400 INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $232K | 0.8% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $230K | 0.8% | |
| LORD ABBETT MID CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $203K | 0.7% | |
| VANGUARD TOTAL WORLD STOCK INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $190K | 0.7% | |
| REAL ESTATE SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $189K | 0.7% | |
| VANGUARD SHORT TERM FEDERAL JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $188K | 0.7% | |
| NUVEEN SMALL CAP BLEND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $162K | 0.6% | |
| VANGUARD VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $159K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $156K | 0.6% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $145K | 0.5% | |
| NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $102K | 0.4% | |
| OPPORTUNISTIC FIXED INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $95K | 0.3% | |
| BLACKROCK US DEBT INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $60K | 0.2% | |
| INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $53K | 0.2% |
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