Original filing (PDF)20250415080211NAL0006005522001

DIRECTION HOME OF EASTERN OHIO, INC.

Name: DIRECTION HOME OF EASTERN OHIO, INC. — AREA AGENCY ON AGING 11, INC. 401(K) PLAN, Form 5500 (2023)
Creator: DIRECTION HOME OF EASTERN OHIO, INC.

Form 5500

FILING_RECEIVED

AREA AGENCY ON AGING 11, INC. 401(K) PLAN

401(k) retirement plan

Active participants

149

Accounts w/ balance

169

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIRECTION HOME OF EASTERN OHIO, INC..

Plan sponsor

Name

DIRECTION HOME OF EASTERN OHIO, INC.

EIN

34-1194060

Address

1030 N. MERIDIAN ROAD · YOUNGSTOWN, OH · 44509

Phone

(330) 505-2355

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES	—	INDEPENDENCE, OH	ADVISOR	$12K	—

Investments

1 pooled fund· $276K(3% of reported assets)

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.