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Original filing (PDF)20251010095546NAL0007470081001
OHL, N.A. 401(K) PLAN
Form 5500
FILING_RECEIVED
OHL N.A. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
814
Accounts w/ balance
1,149
Plan assets (EOY)
$103.8M
Net assets (EOY)
$103.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 57% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHL, N.A. 401(K) PLAN.
Plan sponsor
Name
OHL, N.A. 401(K) PLAN
EIN
98-0461222
Address
75-20 ASTORIA BLVD · SUITE 150 · EAST ELMHURST, NY · 11370
Phone
(718) 554-2320
Industry
Constructionsee 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRASSI & CO. CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 48-1305000 | — | INVESTMENT ADVISORY | $55K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $108K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
30 direct securities · 1 pooled fund· $110.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$103.8M
30 holdings
Common Collective Trust
$6.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Smart Retire 2035 Select | — | — | — | $13.2M | 12.7% | |
| Vanguard 500 Index Fund | — | — | — | $10.7M | 10.3% | |
| JPMorgan Smart Retire 2030 Select | — | — | — | $10.0M | 9.6% | |
| JPMorgan Smart Retire 2040 Select | — | — | — | $8.7M | 8.4% | |
| BNY MELLON STAB VALUE FD CL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $6.2M | 6.0% | |
| JPMorgan Large Cap Gr R6 | — | — | — | $6.1M | 5.9% | |
| JPMorgan Smart Retire 2050 Select | — | — | — | $5.9M | 5.7% | |
| The Bank of New York Mellon Stable Value Fund | — | — | — | $5.8M | 5.6% | |
| JPMorgan Smart Retire 2045 Select | — | — | — | $5.6M | 5.4% | |
| JPMorgan Smart Retire 2025 Select | — | — | — | $5.2M | 5.0% | |
| JPMorgan Smart Retire 2055 Select | — | — | — | $4.7M | 4.5% | |
| JPMorgan Smart Retire 2020 Select | — | — | — | $3.0M | 2.9% | |
| T. Rowe Price T. Rowe Price Overseas Stock | — | — | — | $2.2M | 2.2% | |
| Hartford Mutual Funds Hartford Dividend & Growth - R6 | — | — | — | $2.0M | 2.0% | |
| BlackRock Mid Cap Growth Equity fund | — | — | — | $2.0M | 2.0% | |
| JPMorgan Smart Retire 2060 Select | — | — | — | $2.0M | 1.9% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $1.9M | 1.8% | |
| Vanguard Small Cap Index | — | — | — | $1.8M | 1.7% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% -0- | — | — | — | $1.7M | 1.6% | |
| Vanguard Midcap Index Fund | — | — | — | $1.6M | 1.6% | |
| JPMorgan Smart Retire Bl Inc - R6 | — | — | — | $1.5M | 1.5% | |
| American Funds American Funds Balanced R6 Fund | — | — | — | $1.5M | 1.4% | |
| Vanguard Inflat-Prot | — | — | — | $1.3M | 1.2% | |
| Vanguard EMG MK STK Index Fund | — | — | — | $945K | 0.9% | |
| American Beacon American Beacon Small Cap Value R5 Fd | — | — | — | $930K | 0.9% | |
| Franklin Templeton Investments Franklin Small Cap Growth R6 Fd | — | — | — | $784K | 0.8% | |
| Vanguard Real Estate Index Fund - ADM | — | — | — | $705K | 0.7% | |
| American Century Investments American Century Mid Cap Value R6 | — | — | — | $682K | 0.7% | |
| Principal Funds Principal High Yield R6 Fund | — | — | — | $543K | 0.5% | |
| JPMorgan Smart Retire 2065 Select | — | — | — | $430K | 0.4% | |
| PIMCO Funds PIMCO Intl Bond | — | — | — | $297K | 0.3% |
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