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 ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
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 | $300K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | CONSULTANT | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Shares | Common Collective Trusts | — | — | $24.0M | 15.0% | |
| JPMorgan JPM Smart Retirement 2035 R6 Fund | Other securities | — | — | $22.2M | 13.8% | |
| JPMorgan JPM Smart Retirement 2045 R6 Fund | Other securities | — | — | $14.8M | 9.2% | |
| JPMorgan JPM Smart Retirement 2030 R6 Fund | Other securities | — | — | $11.5M | 7.2% | |
| Lincoln Financial Group Lincoln Stable Value Account | Stable Value | — | — | $11.3M | 7.0% | |
| JPMorgan JPM Smart Retirement 2025 R6 Fund | Other securities | — | — | $11.2M | 7.0% | |
| JPMorgan JPM Smart Retirement 2040 R6 Fund | Other securities | — | — | $10.7M | 6.7% | |
| JPMorgan JPM Smart Retirement 2050 R6 Fund | Other securities | — | — | $8.0M | 5.0% | |
| JPMorgan JPM Smart Retirement 2055 R6 Fund | Other securities | — | — | $7.4M | 4.6% | |
| JPMorgan JPM Smart Retirement 2060 R6 Fund | Other securities | — | — | $5.3M | 3.3% | |
| JPMorgan JPM Smart Retirement 2020 R6 Fund | Other securities | — | — | $4.0M | 2.5% | |
| The Hartford The Hartford International Opportunities R6 Fund | Other securities | — | — | $3.6M | 2.2% | |
| PGIM Investments PGIM Total Return Bond R6 Fund | Other securities | — | — | $3.1M | 1.9% | |
| T. Rowe T. Rowe Price Capital Appreciation I Fund | Other securities | — | — | $3.0M | 1.9% | |
| John Hancock John Hancock Disciplined Value Mid Cap R6 Fund | Other securities | — | — | $2.6M | 1.6% | |
| American Beacon Stephens Mid Cap Growth R6 Fund | Other securities | — | — | $2.5M | 1.6% | |
| JPMorgan JPM Smart Retirement 2065 R6 Fund | Other securities | — | — | $2.5M | 1.5% | |
| JPMorgan JPM Smart Retirement Income R6 Fund | Other securities | — | — | $2.0M | 1.2% | |
| Equitable Pimco Ultra Short Bond 13 * Equitable Core Plus Bond 11 * Equitable Target 2025 Allocation 7 * Participants Participant loans*** 4.25% to 9.50%; maturing through April 2038 | U.S. Treasuries | — | — | $1.9M | 1.2% | |
| Dimensional DFA US Small Cap Value Institutional Class | Mutual Funds | — | — | $1.8M | 1.1% | |
| Franklin Templeton Clearbridge Small Cap Growth IS Fund | Mutual Funds | — | — | $1.5M | 0.9% | |
| Vanguard Total International Stock Index Admiral Shares | Mutual Funds | — | — | $1.5M | 0.9% | |
| Vanguard Total Bond Market Index Admiral Shares | Mutual Funds | — | — | $1.4M | 0.9% | |
| Vanguard Extended Market Index Admiral Shares | Mutual Funds | — | — | $1.1M | 0.7% | |
| Principal Diversified Real Asset R6 Fund | Other securities | — | — | $811K | 0.5% | |
| Designates party-in-interest. ** All investments are participant directed; therefore, cost information has not been presented. *** Net of $282,548 in deemed loan distributions. | Other securities | — | — | $283K | 0.2% | |
| Equitable Guaranteed Interest Account | Other securities | — | — | $171K | 0.1% | |
| Voya Solution 2045 Portfolio Service 2 Fund | Other securities | — | — | $64K | <0.1% | |
| Voya Fixed Plus Account II | Other securities | — | — | $60K | <0.1% | |
| Equitable Moderate Plus Allocation Fund | Other securities | — | — | $55K | <0.1% | |
| Equitable Common Stock Index Fund | Common Collective Trusts | — | — | $47K | <0.1% | |
| VALIC Co I Moderate Growth Lifestye Fund | Common Stocks | — | — | $40K | <0.1% | |
| VALIC Co I Systematic Growth Fund | Common Stocks | — | — | $33K | <0.1% | |
| Voya Solution 2035 Portfolio Service 2 Fund | Other securities | — | — | $26K | <0.1% | |
| Equitable Large Cap Value Managed Volume Fund | Other securities | — | — | $23K | <0.1% | |
| Voya Solution 2025 Portfolio Service 2 Fund | Other securities | — | — | $19K | <0.1% | |
| VALIC Co I Moderate Growth Lifestye Fund | Common Stocks | — | — | $18K | <0.1% | |
| VALIC Co I Core Bond Fund | Common Stocks | — | — | $18K | <0.1% | |
| Voya Fidelity VIP Contrafund Portfolio Initial Fund | Mutual Funds | — | — | $18K | <0.1% | |
| Equitable Moderate Allocation Fund | Other securities | — | — | $18K | <0.1% | |
| VALIC Mid Cap Index Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| VALIC Fixed Account Plus | Other securities | — | — | $12K | <0.1% | |
| VALIC Small Cap Index Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| Voya Large Cap Value Portfolio Fund - Institutional Class | Other securities | — | — | $11K | <0.1% | |
| Voya Growth and Income Portfolio S Fund | Other securities | — | — | $10K | <0.1% | |
| Equitable Multimanager Aggressive Equity Fund | Other securities | — | — | $7K | <0.1% | |
| VALIC Co I International Value Fund | Common Stocks | — | — | $5K | <0.1% | |
| Voya Mid Cap Opportunity Portfolio S Fund | Other securities | — | — | $5K | <0.1% | |
| Equitable 1290 VT GAMCO Small Company Value Fund | Common Stocks | — | — | $5K | <0.1% | |
| VALIC International Equities Index Fund | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTING | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $9K | — |
