Plan Snapshot
- Plan Sponsor: American One Source, INC
- Sponsor EIN: 710934616
- Sponsor Address: 900 AUSTIN AVENUE, WACO, TX, 76701
- Plan Type: 401(k)
- Total Participants: 911
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 911 | $7.4M | $359,452 | $1.2M |
| 2023 | 756 | $6.0M | $406,585 | $1.2M |
| 2022 | 699 | $3.9M | $383,642 | $788,796 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | Recordkeeper | $51,295 | — | $51,295 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS. CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,295
- Estimated Expense Ratio: 0.694% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $51,295 | — | — | — | — |
| 2023 | $38,182 | — | — | — | — |
| 2022 | $25,786 | — | — | — | — |