Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

17 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:State: OH City: XENIA Clear all

Companies

companyHome Run, Inc.
$6.4Mreported plan assets
EIN: 31-0825101Location: OHPlans: 2Participants: 608Latest: 2023
View company financial profile →
companyReptiles By Mack
1loaded plans
EIN: 26-4767305Location: OHPlans: 1Participants: 135Latest: 2023
View company financial profile →
companyToward Independence, Inc.
1loaded plans
EIN: 31-0856399Location: OHPlans: 1Participants: 294Latest: 2023
View company financial profile →
companyMore Cowbell Co.
$46.9Kreported plan assets
EIN: 88-1883744Location: OHPlans: 1Participants: 2Latest: 2023
View company financial profile →

Plans

planThe Home Run, Inc. Retirement Plan And TrustFinancial statementProvider compensation2023 filing
$6.4Mreported assets (EOY)
Sponsor: Home Run, Inc.EIN: 31-0825101Plan: 001Participants: 265Assets: $6,377,029Net assets: $6.4MAssets / participant: $24.1KLocation: Xenia, OHLatest: 2023
View financial statement →
planMore Cowbell Co. 401(K) PlanFinancial statement2023 filing
$46.9Kreported assets (EOY)
Sponsor: More Cowbell Co.EIN: 88-1883744Plan: 001Participants: 2Assets: $46,860Net assets: $46.9KAssets / participant: $23.4KLocation: Xenia, OHLatest: 2023
View financial statement →
planReptiles By Mack Employee Benefit Plan2023 filing
Sponsor: Reptiles By MackEIN: 26-4767305Plan: 502Participants: 135Assets: not reported in the loaded datasetLocation: Xenia, OHLatest: 2023
View plan profile →
planHome Run, Inc. Employee Benefit Plan2023 filing
Sponsor: Home Run, IncEIN: 31-0825101Plan: 501Participants: 343Assets: not reported in the loaded datasetLocation: Xenia, OHLatest: 2023
View plan profile →
planToward Independence Inc. Wrap Benefit Plan2023 filing
Sponsor: Toward Independence, Inc.EIN: 31-0856399Plan: 501Participants: 294Assets: not reported in the loaded datasetLocation: Xenia, OHLatest: 2023
View plan profile →

Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
View provider analytics →
providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
View provider analytics →
providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
View provider analytics →
providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
View provider analytics →
providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
View provider analytics →
providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
View provider analytics →
providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
View provider analytics →
providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
View provider analytics →