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Original filing (PDF)20251002104153NAL0000370721001
BLANCHARD VALLEY MEDICAL ASSC INC
Form 5500
FILING_RECEIVED
BLANCHARD VALLEY MEDICAL ASSC INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
69% in single holding6 service providers
Active participants
92
Accounts w/ balance
134
Plan assets (EOY)
$37.6M
Net assets (EOY)
$37.6M
How this plan invests
This plan
48 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: JH MULTIMANAGER BALANCED LS (no filing on disk)]" is 69% of plan.
- 71 bps in Schedule C fees — 144% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLANCHARD VALLEY MEDICAL ASSC INC.
Plan sponsor
Name
BLANCHARD VALLEY MEDICAL ASSC INC
EIN
34-1148970
Address
200 WEST PEARL STREET · FINDLAY, OH · 458401394
Phone
(419) 424-0380
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VEID & VEID CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK RETIREMENT SERVICE | 31-1051736 | — | CUSTODIAN | $77K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORD KEEPER | $35K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $44K | — |
| INFRESH, INC. | — | FINDLAY, OH | INVESTMENT ADVISOR | $44K | — |
| LEGACY FINANCIAL ADVISORS, INC. | 20-4972254 | — | INVESTMENT ADVISOR | $24K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | BROKER | $42K | — |
Investments
48 pooled funds· $10.8M(29% 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 |
|---|---|---|---|---|---|---|
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7.4M | 19.7% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $560K | 1.5% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $491K | 1.3% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $481K | 1.3% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $319K | 0.8% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $282K | 0.7% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $221K | 0.6% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $190K | 0.5% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $157K | 0.4% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $153K | 0.4% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $145K | 0.4% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81K | 0.2% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $57K | 0.2% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | <0.1% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $33K | <0.1% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | <0.1% | |
| SPROTT GOLD EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | <0.1% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | <0.1% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | <0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $232 | <0.1% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $212 | <0.1% | |
| T. ROWE PRICE EQUITY INC JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $206 | <0.1% | |
| EQUITY INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $206 | <0.1% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $203 | <0.1% | |
| T. ROWE PRICE NEW ERA FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $180 | <0.1% | |
| SMALL CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO GLOBAL FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO INTERNATIONAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS MASSACHUSETTS INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF CAPITAL INCOME BUILDER JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AF THE INCOME FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JP MORGAN US EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |