Alison Knowles signed OHL, N.A. 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OHL, N.A. 401(k) Plan's EIN is 98-0461222.
Download the official 2024 Form 5500 (PDF) for OHL, N.A. 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OHL, N.A. 401(k) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 48-1305000 | — | INVESTMENT ADVISORY | $55K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Smart Retire 2035 Select | Other securities | — | — | $13.2M | 12.7% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $10.7M | 10.3% | |
| JPMorgan Smart Retire 2030 Select | Other securities | — | — | $10.0M | 9.6% | |
| JPMorgan Smart Retire 2040 Select | Other securities | — | — | $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 | Other securities | — | — | $6.1M | 5.9% | |
| JPMorgan Smart Retire 2050 Select | Other securities | — | — | $5.9M | 5.7% | |
| The Bank of New York Mellon Stable Value Fund | Stable Value | — | — | $5.8M | 5.6% | |
| JPMorgan Smart Retire 2045 Select | Other securities | — | — | $5.6M | 5.4% | |
| JPMorgan Smart Retire 2025 Select | Other securities | — | — | $5.2M | 5.0% | |
| JPMorgan Smart Retire 2055 Select | Other securities | — | — | $4.7M | 4.5% | |
| JPMorgan Smart Retire 2020 Select | Other securities | — | — | $3.0M | 2.9% | |
| T. Rowe Price T. Rowe Price Overseas Stock | Other securities | — | — | $2.2M | 2.2% | |
| Hartford Mutual Funds Hartford Dividend & Growth - R6 | Other securities | — | — | $2.0M | 2.0% | |
| BlackRock Mid Cap Growth Equity fund | Other securities | — | — | $2.0M | 2.0% | |
| JPMorgan Smart Retire 2060 Select | Other securities | — | — | $2.0M | 1.9% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $1.9M | 1.8% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $1.8M | 1.7% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $1.7M | 1.6% | |
| Vanguard Midcap Index Fund | Common Collective Trusts | — | — | $1.6M | 1.6% | |
| JPMorgan Smart Retire Bl Inc - R6 | Common Stocks | — | — | $1.5M | 1.5% | |
| American Funds American Funds Balanced R6 Fund | Mutual Funds | — | — | $1.5M | 1.4% | |
| Vanguard Inflat-Prot | Mutual Funds | — | — | $1.3M | 1.2% | |
| Vanguard EMG MK STK Index Fund | Common Collective Trusts | — | — | $945K | 0.9% | |
| American Beacon American Beacon Small Cap Value R5 Fd | Other securities | — | — | $930K | 0.9% | |
| Franklin Templeton Investments Franklin Small Cap Growth R6 Fd | Mutual Funds | — | — | $784K | 0.8% | |
| Vanguard Real Estate Index Fund - ADM | Common Collective Trusts | — | — | $705K | 0.7% | |
| American Century Investments American Century Mid Cap Value R6 | Other securities | — | — | $682K | 0.7% | |
| Principal Funds Principal High Yield R6 Fund | Other securities | — | — | $543K | 0.5% | |
| JPMorgan Smart Retire 2065 Select | Other securities | — | — | $430K | 0.4% | |
| PIMCO Funds PIMCO Intl Bond | Mutual Funds | — | — | $297K | 0.3% |
