Back to filter
Original filing (PDF)20251013150443NAL0003295314001
HOSPICE OF NORTHWEST OHIO
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF HOSPICE OF NORTHWEST OHIO
401(k) retirement plan
Active participants
219
Accounts w/ balance
362
Plan assets (EOY)
$24.6M
Net assets (EOY)
$24.6M
How this plan invests
This plan
1 pooled trust
Schedule D
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOSPICE OF NORTHWEST OHIO.
Plan sponsor
Name
HOSPICE OF NORTHWEST OHIO
EIN
34-1283188
Address
30000 E RIVER RD · PERRYSBURG, OH · 435513429
Phone
(419) 661-4001
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
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $68 | — |
Investments
53 direct securities · 1 pooled fund· $49.0M(100% 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.
Uncategorized
$24.6M
53 holdings
Pooled Separate Account
$24.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003 | Pooled Separate Account | — | — | $24.4M | 99.4% | |
| Fidelity Advisor New Insights Z | — | — | — | $2.8M | 11.3% | |
| Mutual of America Money Market Fund | — | — | — | $2.8M | 11.3% | |
| Mutual of America Life Insurance Company Mutual of America Equity Index Fund | — | — | — | $2.2M | 8.8% | |
| Mutual of America Mid-Cap Equity Index Fund | — | — | — | $1.4M | 5.9% | |
| Mutual of America Clear Passage 2045 Fund | — | — | — | $1.2M | 4.9% | |
| Mutual of America Clear Passage 2030 Fund | — | — | — | $1.1M | 4.5% | |
| Mutual of America Clear Passage 2050 Fund | — | — | — | $1.1M | 4.5% | |
| Mutual of America Clear Passage 2025 Fund | — | — | — | $968K | 3.9% | |
| Mutual of America Clear Passage 2035 Fund | — | — | — | $941K | 3.8% | |
| Mutual of America Moderate Allocation Fund | — | — | — | $922K | 3.8% | |
| Vanguard International Growth Adm | — | — | — | $912K | 3.7% | |
| T. Rowe Price Blue Chip Growth I | — | — | — | $807K | 3.3% | |
| T. Rowe Price Spectrum Cnsrv Allc I | — | — | — | $791K | 3.2% | |
| Fidelity Advisor Mid Cap II Z | — | — | — | $707K | 2.9% | |
| Mutual of America All America Fund | — | — | — | $691K | 2.8% | |
| Mutual of America Small Cap Growth Fund | — | — | — | $530K | 2.2% | |
| Mutual of America Clear Passage 2040 Fund | — | — | — | $457K | 1.9% | |
| Mutual of America Aggressive Allocation Fund | — | — | — | $433K | 1.8% | |
| Fidelity Advisor Equity Income Z | — | — | — | $366K | 1.5% | |
| Mutual of America Small Cap Value Fund | — | — | — | $345K | 1.4% | |
| Mutual of America Core Bond Fund | — | — | — | $300K | 1.2% | |
| DWS Capital Growth R6 | — | — | — | $290K | 1.2% | |
| Invesco Main Street Fund R6 | — | — | — | $258K | 1.1% | |
| American Century Heritage R6 | — | — | — | $224K | 0.9% | |
| Mutual of America Clear Passage 2060 Fund | — | — | — | $206K | 0.8% | |
| Mutual of America Clear Passage 2055 Fund | — | — | — | $206K | 0.8% | |
| Mutual of America Composite Fund | — | — | — | $189K | 0.8% | |
| Mutual of America Mid-Cap Value Fund | — | — | — | $179K | 0.7% | |
| Vanguard Treasury Money Market Fund * 2 Vanguard Windsor II Admiral | — | — | — | $169K | 0.7% | |
| Mutual of America International Fund | — | — | — | $136K | 0.6% | |
| Participants Participant notes receivable bearing interest at rates ranging from 3.25 to 9.50 percent - | — | — | — | $129K | 0.5% | |
| Mutual of America Intermediate Bond Fund | — | — | — | $115K | 0.5% | |
| Vanguard Real Estate Index Admiral | — | — | — | $105K | 0.4% | |
| Calvert Balanced R6 | — | — | — | $90K | 0.4% | |
| Mutual of America Conservative Allocation Fund | — | — | — | $88K | 0.4% | |
| Mutual of America Clear Passage 2020 Fund | — | — | — | $77K | 0.3% | |
| Fidelity VIP Contrafund Portfolio | — | — | — | $75K | 0.3% | |
| PIMCO Real Return Fund Institutional Class | — | — | — | $71K | 0.3% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $44K | 0.2% | |
| Mutual of America Retirement Income Fund | — | — | — | $34K | 0.1% | |
| MFS Mid Cap Value R6 | — | — | — | $31K | 0.1% | |
| American Funds New World R6 | — | — | — | $29K | 0.1% | |
| Harbor Capital Appreciation Retirement | — | — | — | $24K | <0.1% | |
| Mutual of America Catholic Values Index Fund | — | — | — | $23K | <0.1% | |
| Mutual of America Life Insurance Guaranteed interest account - Mutual of America Company Interest Accumulation | — | — | — | $16K | <0.1% | |
| Mutual of America Clear Passage 2065 Fund | — | — | — | $11K | <0.1% | |
| Mutual of America Clear Passage 2015 Fund | — | — | — | $8K | <0.1% | |
| Calvert VP SRI Balanced Portfolio | — | — | — | $5K | <0.1% | |
| Vanguard VIF International Portfolio | — | — | — | $4K | <0.1% | |
| Fidelity VIP Asset Manager Portfolio | — | — | — | $2K | <0.1% | |
| Goldman Sachs Small Cap Eq Insghts R6 | — | — | — | $2K | <0.1% | |
| Dodge & Cox Stock Fund Class l | — | — | — | $2K | <0.1% | |
| Neuberger Berman Sustainable Eq R6 * 205 Mutual of America Small Cap Equity Index Fund | — | — | — | $1K | <0.1% |