Carl Peers signed Oneblood, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oneblood, Inc.'s EIN is 59-3145469.
Download the official 2024 Form 5500 (PDF) for Oneblood, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oneblood, Inc.'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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | CONSULTANT | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Class | Common Collective Trusts | — | — | $7.9M | 18.0% | |
| JPMorgan Smart Retirement 2035 Class R6 | Other securities | — | — | $7.0M | 15.9% | |
| JPMorgan Smart Retirement 2025 Class R6 | Other securities | — | — | $4.4M | 10.0% | |
| JPMorgan Smart Retirement 2030 Class R6 | Other securities | — | — | $3.6M | 8.3% | |
| JPMorgan Smart Retirement 2040 Class R6 | Other securities | — | — | $3.4M | 7.7% | |
| Lincoln Financial Group Lincoln Stable Value Account | Stable Value | — | — | $3.2M | 7.2% | |
| JPMorgan Smart Retirement Income Class R6 | Other securities | — | — | $2.9M | 6.7% | |
| JPMorgan Smart Retirement 2020 Class R6 | Other securities | — | — | $2.3M | 5.2% | |
| JPMorgan Smart Retirement 2045 Class R6 | Other securities | — | — | $2.2M | 5.1% | |
| JPMorgan Smart Retirement 2050 Class R6 | Other securities | — | — | $1.5M | 3.3% | |
| American Beacon Stephens American Beacon Stephens Mid Cap Growth Class R6 | Other securities | — | — | $949K | 2.2% | |
| Participant loans*** * Participants 4.25% to 9.50%; maturing through June 2044 | Bonds / Notes | — | — | $798K | 1.8% | |
| PGIM Total Return Bond Class R6 | Other securities | — | — | $733K | 1.7% | |
| Hartford International Opportunities Class R6 | Other securities | — | — | $601K | 1.4% | |
| John Hancock John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $497K | 1.1% | |
| T. Rowe Price T. Rowe Price Capital Appreciation I Class | Other securities | — | — | $444K | 1.0% | |
| Dimensional Fund Advisors DFA US Small Cap Value I Class | Mutual Funds | — | — | $363K | 0.8% | |
| ClearBridge Small Cap Growth Class IS | Other securities | — | — | $288K | 0.7% | |
| Vanguard Extended Market Index Admiral Shares | Mutual Funds | — | — | $268K | 0.6% | |
| Designates party-in-interest. ** All investments are participant directed; therefore, cost information has not been presented. *** Net of $187,917 in deemed loan distributions. | Other securities | — | — | $188K | 0.4% | |
| Vanguard Total International Stock Index Admiral Shares | Mutual Funds | — | — | $175K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Shares | Mutual Funds | — | — | $163K | 0.4% | |
| Principal Diversified Real Asset Class R6 | Other securities | — | — | $128K | 0.3% | |
| JPMorgan Smart Retirement 2055 Class R6 | Other securities | — | — | $122K | 0.3% | |
| JPMorgan Smart Retirement 2060 Class R6 | Other securities | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
