Robert A. McFee signed Ohio Education Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ohio Education Association's EIN is 31-4269414.
Download the official 2024 Form 5500 (PDF) for Ohio Education Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohio Education Association'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | RETAINED BY CLIENT | $93K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fd K Mutual fund | Common Collective Trusts | — | — | $10.1M | 10.1% | |
| T Rowe Price Ret 2040 I Mutual fund | Mutual Funds | — | — | $9.9M | 10.0% | |
| T Rowe Price Ret 2035 I Mutual fund | Mutual Funds | — | — | $9.9M | 9.9% | |
| JP Morgan Large Growth R6 Mutual fund | Other securities | — | — | $9.6M | 9.7% | |
| METLIFE SV SERIES 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $9.4M | 9.4% | |
| T Rowe Price Ret 2025 I Mutual fund | Mutual Funds | — | — | $8.2M | 8.2% | |
| T Rowe Price Ret 2030 I Mutual fund | Mutual Funds | — | — | $6.6M | 6.7% | |
| T Rowe Price Ret 2045 I Mutual fund | Mutual Funds | — | — | $6.5M | 6.6% | |
| Dodge & Cox Income Fund X Mutual fund | Mutual Funds | — | — | $3.8M | 3.8% | |
| AB Relative Value Fund Z Mutual fund | Other securities | — | — | $2.8M | 2.8% | |
| iShares Russell Mid Cap Idx K Mutual fund | Common Collective Trusts | — | — | $2.4M | 2.4% | |
| T Rowe Price Ret 2020 I Mutual fund | Mutual Funds | — | — | $2.3M | 2.3% | |
| Janus Henderson Enterprise (N) Mutual fund | Mutual Funds | — | — | $2.3M | 2.3% | |
| iShares Russell 2000 SC Idx K Mutual fund | Common Collective Trusts | — | — | $2.2M | 2.2% | |
| American EuroPacific Growth R6 Mutual fund | Other securities | — | — | $1.8M | 1.8% | |
| T Rowe Price Ret 2050 I Mutual fund | Mutual Funds | — | — | $1.7M | 1.7% | |
| MassMutual Select SC Gr Eq I Mutual fund | Other securities | — | — | $1.6M | 1.6% | |
| T Rowe Price Ret 2015 I Mutual fund | Mutual Funds | — | — | $1.5M | 1.5% | |
| T Rowe Price Ret 2055 I Mutual fund | Mutual Funds | — | — | $1.4M | 1.4% | |
| iShares US Aggte Bond Index K Mutual fund | Other securities | — | — | $1.2M | 1.2% | |
| MFS New Discovery Value R6 Mutual fund | Mutual Funds | — | — | $973K | 1.0% | |
| iShares MSCI EAFE Intl Idx K Mutual fund | Common Collective Trusts | — | — | $968K | 1.0% | |
| Participant Notes Receivable Interest ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $950K | 1.0% | |
| Allspring Spc Mid Cap Value R6 Mutual fund | Other securities | — | — | $858K | 0.9% | |
| T Rowe Price Ret 2060 I Mutual fund | Mutual Funds | — | — | $438K | 0.4% | |
| T Rowe Price Ret 2010 I Mutual fund | Mutual Funds | — | — | $127K | 0.1% | |
| Self-Directed Brokerage Accounts Brokerage account | Self-Directed Brokerage | — | — | $95K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
