How big is Ohio Holdings, Inc.'s plan?

Ohio Holdings, Inc.'s plan reported $7.4M in assets and 175 participants for 2024.

Original filing (PDF)20251001102448NAL0005873667001

Ohio Holdings, Inc.

Name: Ohio Holdings, Inc. — OH/NFM Group Retirement Plan, Form 5500 (2024)
Creator: Ohio Holdings, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

OH/NFM Group Retirement Plan

401(k) retirement plan · Ohio Holdings, Inc.'s OH/NFM Group Retirement Plan held $7.4M in plan assets for 175 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributions~114 bps in Sched C fees

Active participants

175

Accounts w/ balance

255

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

Fred Deichert signed Ohio Holdings, Inc.'s 2024 Form 5500 as plan administrator.

Fred Deichert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ohio Holdings, Inc.'s EIN is 34-1941799.

EIN 34-1941799

Plan number 001

Plan year 2024

ACK ID 20251001102448NAL0005873667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ohio Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ohio Holdings, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OHIO HOLDINGS, INC..

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 4K (0% of contributions).
Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

OHIO HOLDINGS, INC.

EIN

all filings

Address

383 W. DUSSEL DR. · MAUMEE, OH · 43537

Phone

(419) 897-6868

Industry

Manufacturing

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNIUTY INS	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$59K	—
EMPOWER ADVISORY GRP, LLC	—	GREENWOOD, CO	INV MGT	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH, INC.

Investments

28 direct securities· $7.4M(100% of reported assets)

Mutual Funds

$5.2M

23 holdings

Common Collective Trusts

$1.5M

2 holdings

Other securities

$445K

2 holdings

Bonds / Notes

$230K

1 holding

					% of plan
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$979K	13.3%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$659K	8.9%
American Funds American Funds 2030 Target Date Retire R6	Mutual Funds	—	—	$569K	7.7%
Vanguard Mid Cap Index Fund - Admiral	Common Collective Trusts	—	—	$555K	7.5%
American Funds American Funds 2055 Target Date Retire R6	Mutual Funds	—	—	$544K	7.4%
American Funds American Funds 2045 Target Date Retire R6	Mutual Funds	—	—	$411K	5.6%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$385K	5.2%
Empower Key Guaranteed Portfolio Fund	Other securities	—	—	$373K	5.1%
American Funds American Funds 2040 Target Date Retire R6	Mutual Funds	—	—	$308K	4.2%
American Funds American Funds 2050 Target Date Retire R6	Mutual Funds	—	—	$291K	3.9%
American Funds American Funds EuroPacific GR R6	Mutual Funds	—	—	$269K	3.7%
American Funds American Funds 2035 Target Date Retire R6	Mutual Funds	—	—	$261K	3.5%
Fidelity Advisor Fidelity Advisor Small Cap I	Mutual Funds	—	—	$234K	3.2%
Participants Participant Loans Rates from 3.25% to 8.50% -	Bonds / Notes	—	—	$230K	3.1%
American Funds American Funds Capital World G/I R6	Mutual Funds	—	—	$228K	3.1%
American Funds American Funds Fundamental Investors R6	Mutual Funds	—	—	$156K	2.1%
American Funds American Funds 2065 Target Date Retire R6	Mutual Funds	—	—	$143K	1.9%
Invesco Growth and Income R6	Mutual Funds	—	—	$123K	1.7%
American Funds American Funds 2025 Target Date Retire R6	Mutual Funds	—	—	$105K	1.4%
Franklin High Income R6	Mutual Funds	—	—	$101K	1.4%
American Funds American Funds Amcap R6	Mutual Funds	—	—	$89K	1.2%
American Funds American Funds 2060 Target Date Retire R6	Mutual Funds	—	—	$81K	1.1%
JP Morgan JP Morgan Core Bond R6	Other securities	—	—	$71K	1.0%
Vanguard Utilities Index ADM	Mutual Funds	—	—	$66K	0.9%
Invesco Gold & Special Minerals R6	Mutual Funds	—	—	$48K	0.6%
Invesco American Franchise R6	Mutual Funds	—	—	$44K	0.6%
American Funds American Funds 2020 Target Date Retire R6	Mutual Funds	—	—	$33K	0.4%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$20K	0.3%