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Original filing (PDF)20251015084711NAL0002041139001
OHIOGUIDESTONE
Form 5500
FILING_RECEIVED
OHIOGUIDESTONE 401(K) PLAN
401(k) retirement plan
Active participants
1,266
Accounts w/ balance
1,531
Plan assets (EOY)
$39.7M
Net assets (EOY)
$39.7M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 53% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIOGUIDESTONE.
Plan sponsor
Name
OHIOGUIDESTONE
DBA
OHIOGUIDESTONE
EIN
34-0720558
Address
434 EASTLAND ROAD · BEREA, OH · 44017
Phone
(440) 234-2006
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $125K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | INVESTMENT ADVISOR | $28K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 82-1434504 | — | INVESTMENT ADVISOR | $8K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | INVESTMENT ADVISOR | $8K | — |
Investments
38 direct securities· $39.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pacific Investment Management Company PIMCO RealPath Blend 2035 Fund | — | — | — | $5.8M | 14.6% | |
| Pacific Investment Management Company PIMCO RealPath Blend 2030 Fund | — | — | — | $5.3M | 13.5% | |
| Pacific Investment Management Company PIMCO RealPath Blend 2045 Fund | — | — | — | $4.5M | 11.3% | |
| Pacific Investment Management Company PIMCO RealPath Blend 2040 Fund | — | — | — | $4.2M | 10.5% | |
| Pacific Investment Management Company PIMCO RealPath Blend 2050 Fund | — | — | — | $4.1M | 10.3% | |
| Pacific Investment Management Company PIMCO RealPath Blend 2055 Fund | — | — | — | $3.2M | 8.1% | |
| Pacific Investment Management Company PIMCO RealPath Blend 2025 Fund | — | — | — | $2.6M | 6.6% | |
| Fidelity 500 Index Fund | — | — | — | $2.2M | 5.6% | |
| Pacific Investment Management Company PIMCO RealPath Blend 2060 Fund | — | — | — | $1.7M | 4.2% | |
| Pacific Investment Management Company PIMCO RealPath Blend Income Institutional Fund | — | — | — | $1.2M | 2.9% | |
| Alliancebernstein AB Large-Cap Growth Fund | — | — | — | $716K | 1.8% | |
| Lincoln National Life Insurance Company Lincoln Stable Value Fund | — | — | — | $696K | 1.8% | |
| Participants Loans with maturities at various dates through December 2029, bearing interest at 4.25% to 9.50% | — | — | — | $585K | 1.5% | |
| American Funds American Funds Bond Federal American R6 | — | — | — | $359K | 0.9% | |
| MFS Mid-Cap Growth R6 | — | — | — | $306K | 0.8% | |
| Fidelity Emerging Markets Fund | — | — | — | $246K | 0.6% | |
| Fidelity Mid-Cap Stock Fund | — | — | — | $244K | 0.6% | |
| Pacific Investment Management Company PIMCO Special International Bond (USD-Hedge) Institutional | — | — | — | $227K | 0.6% | |
| Fidelity Small-Cap Index Fund | — | — | — | $217K | 0.5% | |
| JP Morgan JP Morgan Equity Income R6 | — | — | — | $196K | 0.5% | |
| JP Morgan JP Morgan Income Fund R6 | — | — | — | $183K | 0.5% | |
| Pacific Investment Management Company PIMCO RealPath Blend 2065 Fund | — | — | — | $180K | 0.5% | |
| American Funds American Funds American Balanced R6 | — | — | — | $117K | 0.3% | |
| MFS International Growth R6 | — | — | — | $117K | 0.3% | |
| Fidelity Cash Reserves | — | — | — | $104K | 0.3% | |
| Vanguard Intl Equity Index Fund Income | — | — | — | $91K | 0.2% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 | — | — | — | $84K | 0.2% | |
| Vanguard Tax Managed Fund Europe Pacific | — | — | — | $71K | 0.2% | |
| Fidelity Wise Origin Bitcoin fund 816 Grayscale Bitcoin Tr BTC Shs Accd Invs | — | — | — | $55K | 0.1% | |
| Bloomberg SPDR Ser Tr Bloomberg Brclys | — | — | — | $40K | 0.1% | |
| Vanguard Intl Equity Index FDSFTSE All | — | — | — | $23K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $18K | <0.1% | |
| Fidelity S/T Treasury Bond Index Instl Prem | — | — | — | $13K | <0.1% | |
| Fidelity U.S. Bond Index Instl Premium | — | — | — | $12K | <0.1% | |
| Pacific Investment Management Company PIMCO International Bond (USD-Hedge) Institutional | — | — | — | $10K | <0.1% | |
| Fidelity Common stock | — | — | — | $10K | <0.1% | |
| Fidelity Zero Total Market Index | — | — | — | $7K | <0.1% | |
| Fidelity Zero International Index | — | — | — | $6K | <0.1% |
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