One Health Ohio's EIN is 34-1609341.
Download the official 2024 Form 5500 (PDF) for One Health Ohio from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)One Health Ohio's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PLANNERS FINANCIAL SERVICES | 86-0588303 | — | INVESTMENT ADVISORY | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv 35,852 shares | Mutual Funds | — | $36K | $1.5M | 16.8% | |
| Vanguard 500 Index Admiral 1,814 shares | Common Collective Trusts | — | $2K | $985K | 10.7% | |
| Vanguard Target Retirement Income Inv 68,044 shares | Mutual Funds | — | $68K | $891K | 9.7% | |
| Vanguard Target Retirement 2050 Inv 14,442 shares | Mutual Funds | — | $14K | $720K | 7.8% | |
| AB Large Cap Growth I 5,113 shares | Mutual Funds | — | $5K | $555K | 6.0% | |
| Vanguard Growth Index Adm 2,462 shares | Mutual Funds | — | $2K | $520K | 5.6% | |
| Pioneer Bond Y 41,486 shares | Other securities | — | $41K | $337K | 3.7% | |
| Vanguard Target Retirement 2045 Inv 10,958 shares | Mutual Funds | — | $11K | $325K | 3.5% | |
| Dodge & Cox Stock 1,219 shares | Mutual Funds | — | $1K | $314K | 3.4% | |
| Fidelity Mid Cap Index 8,805 shares | Mutual Funds | — | $9K | $297K | 3.2% | |
| Vanguard LifeStrategy Cnsrv Gr Inv 1 share 21 Vanguard LifeStrategy Growth Inv 1 share 43 Vanguard LifeStrategy Moderate Gr Inv 1 share 22 Vanguard Small Cap Index Adm 2,547 shares | Mutual Funds | — | $3K | $293K | 3.2% | |
| AB Small Cap Growth K 4,159 shares | Other securities | — | $4K | $274K | 3.0% | |
| Vanguard Value Index Adm 4,112 shares | Mutual Funds | — | $4K | $272K | 2.9% | |
| Vanguard International Growth Adm 2,491 shares | Mutual Funds | — | $2K | $253K | 2.7% | |
| DFA Inflation-Protected Securities I 19,530 shares | Mutual Funds | — | $20K | $210K | 2.3% | |
| DFA Global Equity I 6,102 shares | Mutual Funds | — | $6K | $208K | 2.3% | |
| Vanguard Total Intl Stock Index Admiral 6,467 shares | Mutual Funds | — | $6K | $205K | 2.2% | |
| American Funds New World R6 2,595 shares | Mutual Funds | — | $3K | $200K | 2.2% | |
| Vanguard Target Retirement 2060 Inv 3,637 shares | Mutual Funds | — | $4K | $186K | 2.0% | |
| Transamerica Stable Value Investment Contract 10,767 shares | Stable Value | — | $11K | $127K | 1.4% | |
| Vanguard Target Retirement 2030 Inv 3,277 shares | Mutual Funds | — | $3K | $124K | 1.3% | |
| Vanguard Target Retirement 2055 Inv 1,531 shares | Mutual Funds | — | $2K | $85K | 0.9% | |
| Federated Hermes Instl High Yld Bd R6 8,755 shares | Other securities | — | $9K | $78K | 0.8% | |
| Sierra Tactical Core Income Instl 3,087 shares | Other securities | — | $3K | $61K | 0.7% | |
| Vanguard Target Retirement 2025 Inv 3,176 shares | Mutual Funds | — | $3K | $59K | 0.6% | |
| Vanguard Target Retirement 2035 Inv 2,439 shares | Mutual Funds | — | $2K | $58K | 0.6% | |
| Vanguard Target Retirement 2065 Inv 578 shares | Mutual Funds | — | — | $19K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.