OHIO NATIONAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
23
Active participants
11,795
Total plan assets
$381.8M
Filings (rows)
23
Direct comp
$6K
Indirect comp
$259K
Aggregating 3 name variants under "OHIO NATIONAL"
SERVICES PROVIDED
Other18
Broker3
Recordkeeper1
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| PIMCO REAL RETURN PORTFOLIO | 7 |
| PIMCO TOTAL RETURN PORTFOLIO | 7 |
| FIDELITY VIP GOVT MONEY MARKET | 6 |
| MORNINGSTAR INCOME & GROWTH ETF ASS | 5 |
| ONE CHOICE R 2045 PORTFOLIO | 5 |
| ROYCE MICRO-CAP PORTFOLIO | 5 |
| ON S&P 500 INDEX PORTFOLIO | 5 |
| ONE CHOICE R 2025 PORTFOLIO | 5 |
| ON FEDERATED HIGH INCOME BOND PORTF | 5 |
| FIDELITY VIP MID CAP PORTFOLIO | 5 |
| ONE CHOICE R 2035 PORTFOLIO | 5 |
| ONE CHOICE R 2055 PORTFOLIO | 5 |
| JANUS HENDERSON BALANCED FUND | 4 |
| TEMPLETON FOREIGN VIP FUND | 4 |
| GOLDMAN SACHS SMALL CAP VALUE FUND | 4 |
| ON BOND PORTFOLIO | 4 |
| FIDELITY BALANCED FUND | 4 |
| MFS MID CAP GROWTH SERIES | 4 |
| ON JANUS HENDERSON FORTY PORTFOLIO | 4 |
| ON JANUS HENDERSON VENTURE PORTFOLI | 3 |
| GOLDMAN SACHS LARGE CAP VALUE FUND | 3 |
| JANUS HENDERSON OVERSEAS FUND | 3 |
| FRANKLIN INCOME VIP FUND | 3 |
| ONE CHOICE R IN RETIREMENT PORTFOL | 3 |
| MFS NEW DISCOVERY SERIES | 3 |
Top plans served
All 23 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FIRSTFLEET, INC FIRSTFLEET, INC. 401(K) PLAN | MURFREESBORO, TN | Other OTHER SERVICES | 3,614 | $44.2M | $0 |
| INVIO AUTOMATION, INC. INVIO AUTOMATION, INC. 401(K) PLAN | LANSING, MI | Other OTHER SERVICES | 496 | $39.1M | $0 |
| FIRSTFLEET, INC FIRSTFLEET, INC. 401(K) PLAN | MURFREESBORO, TN | Other OTHER SERVICES | 3,613 | $34.9M | $0 |
| DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING, MI | Other OTHER SERVICES | 237 | $27.7M | $0 |
| INVIO AUTOMATION, INC. INVIO AUTOMATION, INC. 401(K) PLAN | LANSING, MI | Other OTHER SERVICES | 426 | $25.7M | $0 |
| DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING, MI | Other OTHER SERVICES | 224 | $23.9M | $0 |
| BLOCK IMAGING PARTS AND SERVICE, LLC BLOCK IMAGING PARTS AND SERVICE 401(K) PROFIT SHARING PLAN | HOLT, MI | Other OTHER SERVICES | 354 | $23.2M | $0 |
| ECKHART & ASSOC., INC. ECKHART & ASSOC., INC. 401(K) PLAN | LANSING, MI | Other OTHER SERVICES | 434 | $21.0M | $0 |
| DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING, MI | Other OTHER SERVICES | 224 | $19.9M | $0 |
| BLOCK IMAGING INTERNATIONAL, INC. BLOCK IMAGING INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | HOLT, MI | Other OTHER SERVICES | 222 | $16.3M | $0 |
| ACOPIA, LLC ACOPIA 401(K) PLAN | GOODLETTSVILLE, TN | Other OTHER SERVICES | 124 | $15.5M | $0 |
| ACOPIA, LLC ACOPIA 401(K) PLAN | GOODLETTSVILLE, TN | Other OTHER SERVICES | 182 | $15.2M | $0 |
| ACOPIA, LLC ACOPIA 401(K) PLAN | GOODLETTSVILLE, TN | Other OTHER SERVICES | 208 | $12.8M | $0 |
| BLOCK IMAGING INTERNATIONAL, INC. BLOCK IMAGING INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | HOLT, MI | Other OTHER SERVICES | 171 | $12.0M | $0 |
| PHASE 2 COMPANY PHASE 2 COMPANY 401(K) PLAN | FT COLLINS, CO | Other OTHER SERVICES | 111 | $10.6M | $0 |
| IMAGINEERING ENTERPRISES, INC. IMAGINEERING FINISHING TECHNOLOGIES EMPLOYEES RETIREMENT PLAN | SOUTH BEND, IN | Broker BROKER/DEALER | 179 | $9.2M | $0 |
| PHASE 2 COMPANY PHASE 2 COMPANY 401(K) PLAN | FT COLLINS, CO | Other OTHER SERVICES | 117 | $9.1M | $0 |
| IMAGINEERING ENTERPRISES, INC. IMAGINEERING FINISHING TECHNOLOGIES EMPLOYEES RETIREMENT PLAN | SOUTH BEND, IN | Broker BROKER/DEALER | 171 | $8.9M | $0 |
| IMAGINEERING ENTERPRISES, INC. IMAGINEERING FINISHING TECHNOLOGIES EMPLOYEES RETIREMENT PLAN | SOUTH BEND, IN | Broker BROKER/DEALER | 143 | $8.0M | $0 |
| MID-CUMBERLAND COMMUNITY ACTION AGE MID-CUMBERLAND COMMUNITY ACTION AGENCY 401(K) PLAN | MT. JULIET, TN | Other SHAREHOLDER SERVICE PROVI | 178 | $2.9M | $0 |
| WINDSOR MACHINE & STAMPING (U.S.) LTD WINDSOR MACHINE & STAMPING (U.S.) LTD RETIREMENT SAVINGS PLAN | TAYLOR, MI | Other SHAREHOLDER SERVICE PROV | 126 | $877K | $0 |
| MOUNTAIN EMPIRE OLDER CITIZENS, INC. 403(B) THRIFT PLAN OF MOUNTAIN EMPIRE OLDER CITIZENS, INC. | BIG STONE GAP, VA | Advisor / Consultant BROKER/ADVISOR | 241 | $777K | $0 |
| SEQUATCHIE CONCRETE SERVICE, INC. SEQUATCHIE CONCRETE 401(K) RETIREMENT PLAN | SOUTH PITTSBURG, TN | Recordkeeper RECORDKEEPER | 0 | $0 | $6K |