Back to filter
Original filing (PDF)20250929145059NAL0005096131001
JOBSOHIO
Form 5500
FILING_RECEIVED
JOBSOHIO 401(K) PLAN
401(k) retirement plan
Active participants
147
Accounts w/ balance
179
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
39 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOBSOHIO.
Plan sponsor
Name
JOBSOHIO
EIN
45-2798687
Address
41 S HIGH STREET SUITE 1500 · COLUMBUS, OH · 43215
Phone
(614) 300-1162
Industry
Public Administrationsee 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
2025-09-29
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
CLARK SCHAEFER HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
36 direct securities · 2 pooled funds· $17.1M(99% 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
$17.0M
36 holdings
Common Collective Trust
$86K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv Mutual fund | — | — | — | $2.4M | 13.9% | |
| Vanguard Target Retirement 2045 Inv Mutual fund | — | — | — | $1.8M | 10.5% | |
| Vanguard 500 Index Admiral Mutual fund ** $ | — | — | — | $1.6M | 9.2% | |
| Vanguard Target Retirement 2050 Inv Mutual fund | — | — | — | $1.3M | 7.6% | |
| Vanguard Target Retirement 2040 Inv Mutual fund | — | — | — | $1.3M | 7.5% | |
| Vanguard Growth Index Adm Mutual fund | — | — | — | $914K | 5.3% | |
| Vanguard Target Retirement 2030 Inv Mutual fund | — | — | — | $777K | 4.5% | |
| Vanguard Total Stock Mkt Idx Adm Mutual fund | — | — | — | $645K | 3.7% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | — | — | — | $621K | 3.6% | |
| Vanguard Target Retirement 2035 Inv Mutual fund | — | — | — | $600K | 3.5% | |
| Vanguard Target Retirement 2060 Inv Mutual fund | — | — | — | $432K | 2.5% | |
| Vanguard Dividend Growth Inv Mutual fund | — | — | — | $416K | 2.4% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual fund | — | — | — | $348K | 2.0% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $345K | 2.0% | |
| Vanguard Mid Cap Index Fund Admiral Mutual fund | — | — | — | $328K | 1.9% | |
| Vanguard High-Yield Corporate Adm Mutual fund | — | — | — | $327K | 1.9% | |
| Vanguard Value Index Adm Mutual fund | — | — | — | $317K | 1.8% | |
| Vanguard Target Retirement 2025 Inv Mutual fund | — | — | — | $288K | 1.7% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | — | — | — | $285K | 1.7% | |
| Vanguard Interm-Term Bond Index Adm Mutual fund | — | — | — | $221K | 1.3% | |
| Vanguard Real Estate Index Admiral Mutual fund | — | — | — | $220K | 1.3% | |
| Vanguard Equity-Income Adm Mutual fund | — | — | — | $187K | 1.1% | |
| Vanguard Small Cap Growth Index Admiral Mutual fund | — | — | — | $176K | 1.0% | |
| Vanguard Small Cap Value Index Admiral Mutual fund | — | — | — | $167K | 1.0% | |
| Vanguard Global Equity Fund Mutual fund | — | — | — | $119K | 0.7% | |
| Vanguard Inflation-Protected Secs Adm Mutual fund | — | — | — | $111K | 0.6% | |
| Vanguard Health Care Index Adm Mutual fund | — | — | — | $104K | 0.6% | |
| Vanguard Target Retirement 2065 Inv Mutual fund | — | — | — | $104K | 0.6% | |
| Vanguard Interm-Term Investment-Grade Ad Mutual fund | — | — | — | $92K | 0.5% | |
| Vanguard Energy Index Adm Mutual fund | — | — | — | $88K | 0.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $81K | 0.5% | |
| Vanguard Mid-Cap Value Index Admiral Mutual fund | — | — | — | $78K | 0.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual fund | — | — | — | $77K | 0.4% | |
| Vanguard Explorer Adm Mutual fund | — | — | — | $57K | 0.3% | |
| Vanguard International Value Portfolio Mutual fund | — | — | — | $55K | 0.3% | |
| Vanguard International Growth Adm Mutual fund | — | — | — | $50K | 0.3% | |
| Vanguard Target Retirement Income Inv Mutual fund | — | — | — | $37K | 0.2% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $5K | <0.1% |
Related plans
Other plans using EMPOWER ADVISORY GROUP, LLC
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
TRINET HR III, INC.
TRINET 401(K) PLAN
$8.7B · 209,337 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Public Administration plans
MUNICIPAL AUTHORITY OF WESTMORELAND
MUNICIPAL AUTHORITY OF WESTMORELAND COUNTY 401(K) PLAN
$17.2M · 222 participants
SPIRIT LAKE TRIBE
SPIRIT LAKE TRIBE 401(K) PLAN
$16.9M · 455 participants
PUEBLO OF POJOAQUE
PUEBLO OF POJOAQUE 401(K) PLAN
$16.4M · 701 participants
PITTSBURGH FIRE FIGHTERS LOCAL 1 RETIREE MEDICAL TRUST
PITTSBURGH FIRE FIGHTERS LOCAL 1 RETIREE MEDICAL TRUST
$18.2M · 696 participants
TRUSTEES OF LOCAL 754 AND TAMPA POLICE BENEVOLENT ASSOCIATION
TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEES HELATH PLAN
$16.1M · 1,581 participants
KICKAPOO TRIBE OF OKLAHOMA
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF KICKAPOO TRIBE OF OKLAHOMA
$16.0M · 322 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants