Back to filter
Original filing (PDF)20251015222534NAL0003053523001
OBHG MANAGEMENT SERVICES, LLC
Form 5500
FILING_RECEIVED
OBHG 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,566
Accounts w/ balance
1,179
Plan assets (EOY)
$113.3M
Net assets (EOY)
$113.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
65
Knocking points off
- 23 bps in Schedule C fees — 133% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OBHG MANAGEMENT SERVICES, LLC.
Plan sponsor
Name
OBHG MANAGEMENT SERVICES, LLC
EIN
80-0950275
Address
OB HOSPITALIST GROUP · 777 LOWNDES HILL ROAD, BUILDING 1 · GREENVILLE, SC · 29607
Phone
(864) 908-3603
Industry
Outpatient Care Centers· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KKESTRA INVESTMENT SERVICES, LLC | — | AUSTIN, TX | BROKER/DEALER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $214K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $50K | — |
Investments
46 direct securities · 14 pooled funds· $155.8M(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
$113.3M
46 holdings
Common Collective Trust
$42.5M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Adm | — | — | — | $20.2M | 17.8% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $8.0M | 7.1% | |
| GG TR TROWEPRC RET DATE 2030 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $8.0M | 7.1% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $7.3M | 6.5% | |
| GG TR TROWEPRC RET DATE 2035 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $7.3M | 6.5% | |
| American Century Ultra Fund R6 | — | — | — | $7.0M | 6.2% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $6.4M | 5.7% | |
| GG TR TROWEPRC RET DATE 2040 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $6.4M | 5.7% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $6.0M | 5.3% | |
| GG TR TROWEPRC RET DATE 2045 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $6.0M | 5.3% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $4.5M | 3.9% | |
| GG TR TROWEPRC RET DATE 2050 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $4.5M | 3.9% | |
| Voya Fixed Account | — | — | — | $4.3M | 3.8% | |
| Vanguard Small Cap Index Fund Adm | — | — | — | $3.9M | 3.5% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $3.8M | 3.3% | |
| GG TR TROWEPRC RET DATE 2025 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $3.8M | 3.3% | |
| Vanguard LifeStrategy Growth Fund Inv | — | — | — | $3.7M | 3.3% | |
| Vanguard Equity Income Fund Adm | — | — | — | $3.2M | 2.8% | |
| Vanguard Mid Cap Index Fund Adm | — | — | — | $3.0M | 2.7% | |
| Dodge & Cox Income Fund I | — | — | — | $2.7M | 2.3% | |
| American Funds Moderate Growth and Income Portfolio R6 | — | — | — | $2.5M | 2.2% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $2.3M | 2.0% | |
| GG TR TROWEPRC RET DATE 2020 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.0% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $2.1M | 1.8% | |
| GG TR TROWEPRC RET DATE 2015 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.8% | |
| Fidelity International Index Fund | — | — | — | $1.9M | 1.7% | |
| American Funds New Perspective R6 | — | — | — | $1.8M | 1.6% | |
| Vanguard Intermediate-Term Treasury Fund Adm | — | — | — | $1.7M | 1.5% | |
| DFA International Core Equity Portfolio Inst | — | — | — | $1.4M | 1.3% | |
| DFA Inflation-Protected Securities Port Inst | — | — | — | $1.4M | 1.2% | |
| Vanguard Mid Cap Value Index Fund Adm | — | — | — | $1.3M | 1.1% | |
| Fidelity Real Estate Investment Portfolio | — | — | — | $1.3M | 1.1% | |
| Vanguard LifeStrategy Moderate Growth Fund Inv | — | — | — | $1.2M | 1.0% | |
| MFS Research Intl Fund R6 | — | — | — | $1.1M | 0.9% | |
| Baron Emerging Markets Fund Inst | — | — | — | $1.0M | 0.9% | |
| Fidelity Mid Cap Growth Idx Fd | — | — | — | $968K | 0.9% | |
| Invesco Small Cap Value Fd R6 | — | — | — | $852K | 0.8% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $824K | 0.7% | |
| GG TR TROWEPRC RET DATE 2055 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $824K | 0.7% | |
| PIMCO Income Fund Inst | — | — | — | $823K | 0.7% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $738K | 0.7% | |
| GG TR TROWEPRC RET DATE 2010 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $738K | 0.7% | |
| Participants | — | — | — | $687K | 0.6% | |
| John Hancock Disciplined Value MidCap Fund I | — | — | — | $544K | 0.5% | |
| MFS International Growth Fund R6 | — | — | — | $504K | 0.4% | |
| PGIM High Yield Fund R6 | — | — | — | $454K | 0.4% | |
| Vanguard LifeStrategy Conservative Growth Fund Inv | — | — | — | $355K | 0.3% | |
| Delaware Ivy International Small Cap Growth Fund I | — | — | — | $334K | 0.3% | |
| Manning & Napier Rainier International Discovery Series Z | — | — | — | $312K | 0.3% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $281K | 0.2% | |
| GG TR TROWEPRC RET DATE 2060 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $281K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $226K | 0.2% | |
| GG TR TROWEPRC RET DATE 2065 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $226K | 0.2% | |
| MFS Glbl Opp Bnd Fund R6 | — | — | — | $199K | 0.2% | |
| Vanguard LifeStrategy Income Fund Inv | — | — | — | $193K | 0.2% | |
| Voya Govt Money Market Fund A | — | — | — | $53K | <0.1% | |
| Putnam International Value Fund R6 | — | — | — | $40K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $20K | <0.1% | |
| GG TR TROWEPRC RET DATE 2005 TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| MID CAP GROWTH FUND - FEE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE & ANNUITY
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
VOYA SERVICES COMPANY
VOYA 401(K) SAVINGS PLAN
$2.7B · 7,442 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI 403B RETIREMENT PLAN
$2.6B · 12,772 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI DEFINED CONTRIBUTION
$1.1B · 13,560 participants
MERCY HEALTH CORPORATION
MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN
$827.7M · 7,008 participants
WASTE CONNECTIONS, INC.
WASTE CONNECTIONS, INC. 401(K) PROFIT SHARING PLAN
$799.3M · 17,293 participants
Similar-size Outpatient Care Centers plans
CHARLES B. WANG COMMUNITY HEALTH CENTER, INC.
CBWCHC 403(B) PLAN
$114.4M · 690 participants
HUDSON HEADWATERS HEALTH NETWORK
HUDSON HEADWATERS HEALTH NETWORK RETIREMENT SAVINGS PLAN
$115.2M · 1,070 participants
ION INTERMEDIATE HOLDINGS, LLC C/O CARDINAL HEALTH, INC.
ION INTERMEDIATE HOLDINGS, LLC 401(K) PLAN
$97.7M · 1,014 participants
FOREFRONT DERMATOLOGY, S.C.
FOREFRONT DERMATOLOGY 401(K) PLAN
$131.2M · 2,516 participants
CLINICA SIERRA VISTA
CLINICA SIERRA VISTA RETIREMENT PLAN
$85.9M · 1,530 participants
CTI - CLINICAL TRIAL SERVICES, INC.
CTI CLINICAL TRIAL SERVICES, INC. 401(K) PLAN
$85.1M · 621 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants