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Original filing (PDF)20250729134749NAL0007676642001
GREEN BAY ONCOLOGY, LTD
Form 5500
FILING_RECEIVED
GREEN BAY ONCOLOGY, LTD EMPLOYEES PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
142
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREEN BAY ONCOLOGY, LTD.
Plan sponsor
Name
GREEN BAY ONCOLOGY, LTD
EIN
39-1314853
Address
1726 SHAWANO AVE · GREEN BAY, WI · 54303
Phone
(920) 436-8278
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KERBERROSE SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $40K | — |
| ONEAMERICA INVESTMENT ADVISORY | 81-3920167 | — | NONE | $6K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
27 direct securities · 1 pooled fund· $24.5M(100% 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.
Uncategorized
$23.3M
26 holdings
Common Collective Trust
$1.2M
1 holding
Mutual Funds
$55K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Target Retirement 2035 Fund | — | — | — | $3.1M | 13.3% | |
| Vanguard 500 Index | — | — | — | $3.0M | 12.8% | |
| T. Rowe Price Target Retirement 2045 Fund | — | — | — | $2.0M | 8.6% | |
| Columbia Fds Ser Tr II Mass Integ La Cp Gr I Columbia Fds Ser Tr II Mass Integ La | — | — | — | $1.6M | 7.0% | |
| Columbia Large Cap Growth Fund | — | — | — | $1.6M | 7.0% | |
| Vanguard Total Bond Market Index | — | — | — | $1.3M | 5.8% | |
| T. Rowe Price Target Retirement 2040 Fund | — | — | — | $1.2M | 5.3% | |
| Vanguard Mid-Cap Index | — | — | — | $1.2M | 5.2% | |
| ONEAMERICA STABLE VALUE FUND CL Z MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.1% | |
| Vanguard Small Cap Index | — | — | — | $1.1M | 4.6% | |
| Vanguard US Growth Fund | — | — | — | $981K | 4.3% | |
| Vanguard Real Estate Index Fund | — | — | — | $902K | 3.9% | |
| Columbia Dividend Income Fund | — | — | — | $888K | 3.9% | |
| T. Rowe Price Target Retirement 2055 Fund | — | — | — | $730K | 3.2% | |
| T. Rowe Price Target Retirement 2050 Fund | — | — | — | $687K | 3.0% | |
| T. Rowe Price Target Retirement 2060 Fund | — | — | — | $657K | 2.8% | |
| T. Rowe Price Target Retirement 2030 Fund | — | — | — | $640K | 2.8% | |
| American Europacific Growth Fund R5 | — | — | — | $473K | 2.1% | |
| Baird Core Plus Bond | — | — | — | $452K | 2.0% | |
| Dodge & Cox International Stock | — | — | — | $344K | 1.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $262K | 1.1% | |
| T. Rowe Price Target Retirement 2065 Fund | — | — | — | $106K | 0.5% | |
| Vanguard Total International Stock Index Fund | — | — | — | $57K | 0.2% | |
| Vanguard Treasury Money Market Investor Vanguard Treasury Money Market Invest | Mutual Funds | — | — | $55K | 0.2% | |
| Federated Hermes Kaufmann Small Cap Fund | — | — | — | $44K | 0.2% | |
| T. Rowe Price Target Retirement 2020 Fund | — | — | — | $28K | 0.1% | |
| T. Rowe Price Target Retirement 2025 Fund | — | — | — | $26K | 0.1% | |
| T. Rowe Price Diversified Mid Cap Growth Fund | — | — | — | $22K | <0.1% |