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Original filing (PDF)20251015202408NAL0007390464001
ONEBLOOD, INC.
Form 5500
FILING_RECEIVED
ONEBLOOD DEFINED CONTRIBUTION RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
268
Accounts w/ balance
602
Plan assets (EOY)
$43.9M
Net assets (EOY)
$43.9M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONEBLOOD, INC..
Plan sponsor
Name
ONEBLOOD, INC.
EIN
59-3145469
Address
10100 DR MARTIN LUTHER KING JR ST N · ST. PETERSBURG, FL · 337163806
Phone
(727) 568-1171
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | CONSULTANT | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $83K | — |
Investments
25 direct securities· $44.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Class | — | — | — | $7.9M | 18.0% | |
| JPMorgan Smart Retirement 2035 Class R6 | — | — | — | $7.0M | 15.9% | |
| JPMorgan Smart Retirement 2025 Class R6 | — | — | — | $4.4M | 10.0% | |
| JPMorgan Smart Retirement 2030 Class R6 | — | — | — | $3.6M | 8.3% | |
| JPMorgan Smart Retirement 2040 Class R6 | — | — | — | $3.4M | 7.7% | |
| Lincoln Financial Group Lincoln Stable Value Account | — | — | — | $3.2M | 7.2% | |
| JPMorgan Smart Retirement Income Class R6 | — | — | — | $2.9M | 6.7% | |
| JPMorgan Smart Retirement 2020 Class R6 | — | — | — | $2.3M | 5.2% | |
| JPMorgan Smart Retirement 2045 Class R6 | — | — | — | $2.2M | 5.1% | |
| JPMorgan Smart Retirement 2050 Class R6 | — | — | — | $1.5M | 3.3% | |
| American Beacon Stephens American Beacon Stephens Mid Cap Growth Class R6 | — | — | — | $949K | 2.2% | |
| Participant loans*** * Participants 4.25% to 9.50%; maturing through June 2044 | — | — | — | $798K | 1.8% | |
| PGIM Total Return Bond Class R6 | — | — | — | $733K | 1.7% | |
| Hartford International Opportunities Class R6 | — | — | — | $601K | 1.4% | |
| John Hancock John Hancock Disciplined Value Mid Cap R6 | — | — | — | $497K | 1.1% | |
| T. Rowe Price T. Rowe Price Capital Appreciation I Class | — | — | — | $444K | 1.0% | |
| Dimensional Fund Advisors DFA US Small Cap Value I Class | — | — | — | $363K | 0.8% | |
| ClearBridge Small Cap Growth Class IS | — | — | — | $288K | 0.7% | |
| Vanguard Extended Market Index Admiral Shares | — | — | — | $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. | — | — | — | $188K | 0.4% | |
| Vanguard Total International Stock Index Admiral Shares | — | — | — | $175K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Shares | — | — | — | $163K | 0.4% | |
| Principal Diversified Real Asset Class R6 | — | — | — | $128K | 0.3% | |
| JPMorgan Smart Retirement 2055 Class R6 | — | — | — | $122K | 0.3% | |
| JPMorgan Smart Retirement 2060 Class R6 | — | — | — | $35K | <0.1% |
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