Lee Bower signed Planned Parenthood of Greater Ohio's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Planned Parenthood of Greater Ohio's EIN is 34-1015976.
Download the official 2024 Form 5500 (PDF) for Planned Parenthood of Greater Ohio from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Planned Parenthood of Greater Ohio's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO K Mutual Fund | Mutual Funds | — | — | $1.7M | 12.7% | |
| FID FREEDOM 2045 K Mutual Fund | Mutual Funds | — | — | $1.4M | 10.2% | |
| FID FREEDOM 2035 K Mutual Fund | Mutual Funds | — | — | $1.4M | 10.2% | |
| FID FREEDOM 2050 K Mutual Fund | Mutual Funds | — | — | $1.1M | 8.1% | |
| FID FREEDOM 2055 K Mutual Fund | Mutual Funds | — | — | $1.1M | 7.9% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $959K | 7.1% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $833K | 6.1% | |
| FID FREEDOM 2040 K Mutual Fund | Mutual Funds | — | — | $819K | 6.0% | |
| FID FREEDOM 2025 K Mutual Fund | Mutual Funds | — | — | $799K | 5.9% | |
| FID FREEDOM 2060 K Mutual Fund | Mutual Funds | — | — | $703K | 5.2% | |
| FID FREEDOM 2020 K Mutual Fund | Mutual Funds | — | — | $557K | 4.1% | |
| FID FREEDOM 2030 K Mutual Fund | Mutual Funds | — | — | $463K | 3.4% | |
| MIP CL 2 Common Collective Trust | Common Collective Trusts | — | — | $353K | 2.6% | |
| FID DIVERSFD INTL K6 Mutual Fund | Mutual Funds | — | — | $343K | 2.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $331K | 2.4% | |
| MFS VALUE R6 Mutual Fund | Mutual Funds | — | — | $218K | 1.6% | |
| PGIM TOTAL RTN BD R6 Mutual Fund | Other securities | — | — | $192K | 1.4% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $97K | 0.7% | |
| FID FREEDOM 2015 K Mutual Fund | Mutual Funds | — | — | $95K | 0.7% | |
| FID FREEDOM 2065 K Mutual Fund | Mutual Funds | — | — | $90K | 0.7% | |
| of 5 years * Note receivable from participants - | Other securities | — | — | $89K | 0.7% | |
| FID FREEDOM 2010 K Mutual Fund | Mutual Funds | — | — | $88K | 0.6% | |
| CONESTOGA SM CAP IS Mutual Fund | Other securities | — | — | $78K | 0.6% | |
| VAN FTSE SOC IDX ADM Mutual Fund | Common Collective Trusts | — | — | $57K | 0.4% | |
| HARBOR SCV RET Mutual Fund | Other securities | — | — | $49K | 0.4% | |
| FID FREEDOM INC K Mutual Fund | Mutual Funds | — | — | $28K | 0.2% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $22K | 0.2% | |
| VRTS DP REAL EST R6 Mutual Fund | Other securities | — | — | $16K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
