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Original filing (PDF)20251001102448NAL0005873667001
OHIO HOLDINGS, INC.
Form 5500
FILING_RECEIVED
OH/NFM GROUP RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~114 bps in Sched C fees
Active participants
175
Accounts w/ balance
255
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 114 bps in Schedule C fees — 119% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO HOLDINGS, INC..
Plan sponsor
Name
OHIO HOLDINGS, INC.
EIN
34-1941799
Address
383 W. DUSSEL DR. · MAUMEE, OH · 43537
Phone
(419) 897-6868
Industry
Manufacturingsee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNIUTY INS | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | — | JERSEY CITY, NJ | BROKER ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT LAKES PENSION SERVICES | — | TOLEDO, OH | CONTRACT ADMIN | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GRP, LLC | — | GREENWOOD, CO | INV MGT | $13K | — |
Investments
28 direct securities· $7.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $979K | 13.3% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $659K | 8.9% | |
| American Funds American Funds 2030 Target Date Retire R6 | — | — | — | $569K | 7.7% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $555K | 7.5% | |
| American Funds American Funds 2055 Target Date Retire R6 | — | — | — | $544K | 7.4% | |
| American Funds American Funds 2045 Target Date Retire R6 | — | — | — | $411K | 5.6% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $385K | 5.2% | |
| Empower Key Guaranteed Portfolio Fund | — | — | — | $373K | 5.1% | |
| American Funds American Funds 2040 Target Date Retire R6 | — | — | — | $308K | 4.2% | |
| American Funds American Funds 2050 Target Date Retire R6 | — | — | — | $291K | 3.9% | |
| American Funds American Funds EuroPacific GR R6 | — | — | — | $269K | 3.7% | |
| American Funds American Funds 2035 Target Date Retire R6 | — | — | — | $261K | 3.5% | |
| Fidelity Advisor Fidelity Advisor Small Cap I | — | — | — | $234K | 3.2% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | — | — | — | $230K | 3.1% | |
| American Funds American Funds Capital World G/I R6 | — | — | — | $228K | 3.1% | |
| American Funds American Funds Fundamental Investors R6 | — | — | — | $156K | 2.1% | |
| American Funds American Funds 2065 Target Date Retire R6 | — | — | — | $143K | 1.9% | |
| Invesco Growth and Income R6 | — | — | — | $123K | 1.7% | |
| American Funds American Funds 2025 Target Date Retire R6 | — | — | — | $105K | 1.4% | |
| Franklin High Income R6 | — | — | — | $101K | 1.4% | |
| American Funds American Funds Amcap R6 | — | — | — | $89K | 1.2% | |
| American Funds American Funds 2060 Target Date Retire R6 | — | — | — | $81K | 1.1% | |
| JP Morgan JP Morgan Core Bond R6 | — | — | — | $71K | 1.0% | |
| Vanguard Utilities Index ADM | — | — | — | $66K | 0.9% | |
| Invesco Gold & Special Minerals R6 | — | — | — | $48K | 0.6% | |
| Invesco American Franchise R6 | — | — | — | $44K | 0.6% | |
| American Funds American Funds 2020 Target Date Retire R6 | — | — | — | $33K | 0.4% | |
| American Funds American Funds American Balanced R6 | — | — | — | $20K | 0.3% |
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